Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,014,976
-$61,525 QoQ
Shares Held
6,004
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#879
of 2,093 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $3,211,761 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.6% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,976 | 6,004 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,076,501 | 5,909 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $715,268 | 5,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $559,722 | 4,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $478,512 | 4,011 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $530,223 | 4,294 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $482,493 | 4,235 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $556,822 | 4,236 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $606,466 | 4,296 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $602,397 | 3,688 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $485,561 | 3,647 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $373,666 | 3,110 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $296,345 | 3,107 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $294,813 | 2,908 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $283,722 | 2,726 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $217,217 | 2,691 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $203,707 | 2,358 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||