Phillips 66 shares owned by Angeles Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Angeles Wealth Management
from 13F filings
Historical chart of Angeles Wealth Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Angeles Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 4.1k | 136.02 |
| 2025-06-30 | $479k | 4.0k | 119.30 |
| 2025-03-31 | $530k | 4.3k | 123.48 |
| 2024-12-31 | $483k | 4.2k | 113.93 |
| 2024-09-30 | $557k | 4.2k | 131.45 |
| 2024-06-30 | $607k | 4.3k | 141.17 |
| 2024-03-31 | $602k | 3.7k | 163.34 |
| 2023-09-30 | $374k | 3.1k | 120.15 |
| 2023-06-30 | $296k | 3.1k | 95.38 |
| 2023-03-31 | $295k | 2.9k | 101.38 |
| 2022-12-31 | $284k | 2.7k | 104.08 |
| 2022-09-30 | $217k | 2.7k | 80.64 |
| 2022-03-31 | $204k | 2.4k | 86.51 |