Angeles Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
4,011
-283
| -7% | -$33.8K | 0.03% | 185 |
|
|
2025
Q1 | $530K | Buy |
4,294
+59
| +1% | +$7.29K | 0.04% | 134 |
|
|
2024
Q4 | $482K | Sell |
4,235
-1
| -0% | -$114 | 0.04% | 146 |
|
|
2024
Q3 | $557K | Sell |
4,236
-60
| -1% | -$7.89K | 0.05% | 129 |
|
|
2024
Q2 | $606K | Buy |
4,296
+608
| +16% | +$85.8K | 0.06% | 110 |
|
|
2024
Q1 | $602K | Buy |
3,688
+41
| +1% | +$6.7K | 0.06% | 107 |
|
|
2023
Q4 | $486K | Buy |
3,647
+537
| +17% | +$71.5K | 0.06% | 112 |
|
|
2023
Q3 | $374K | Buy |
3,110
+3
| +0.1% | +$360 | 0.05% | 109 |
|
|
2023
Q2 | $296K | Buy |
3,107
+199
| +7% | +$19K | 0.04% | 142 |
|
|
2023
Q1 | $295K | Buy |
2,908
+182
| +7% | +$18.5K | 0.04% | 138 |
|
|
2022
Q4 | $284K | Buy |
2,726
+35
| +1% | +$3.64K | 0.05% | 135 |
|
|
2022
Q3 | $217K | Buy |
+2,691
| New | +$217K | 0.04% | 147 |
|
|
2022
Q2 | – | Sell |
-2,358
| Closed | -$204K | – | 213 |
|
|
2022
Q1 | $204K | Buy |
+2,358
| New | +$204K | 0.04% | 162 |
|