Meag Munich Ergo’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,334
Closed -$165K 213
2025
Q1
$165K Hold
1,334
﹤0.01% 166
2024
Q4
$149K Sell
1,334
-14,350
-91% -$1.83M ﹤0.01% 179
2024
Q3
$2.06M Buy
15,684
+14,350
+1,076% +$1.94M 0.06% 114
2024
Q2
$188K Sell
1,334
-30,543
-96% -$4.52M 0.01% 147
2024
Q1
$5.21M Buy
31,877
+24,121
+311% +$3.48M 0.19% 85
2023
Q4
$1.03M Buy
7,756
+6,757
+676% +$808K 0.04% 128
2023
Q3
$120K Sell
999
-3,228
-76% -$362K 0.01% 149
2023
Q2
$403K Buy
4,227
+3,183
+305% +$309K 0.02% 133
2023
Q1
$106K Sell
1,044
-4,623
-82% -$470K 0.01% 170
2022
Q4
$590K Hold
5,667
0.03% 175
2022
Q3
$457K Hold
5,667
0.03% 179
2022
Q2
$465K Buy
+5,667
New +$524K 0.03% 178
2021
Q4
Sell
-12,063
Closed -$845K 237
2021
Q3
$845K Hold
12,063
0.15% 118
2021
Q2
$1.03M Sell
12,063
-466
-4% -$39.3K 0.1% 189
2021
Q1
$1.02M Buy
+12,529
New +$983K 0.1% 180
2020
Q4
Sell
-14,815
Closed -$768K 209
2020
Q3
$768K Hold
14,815
0.14% 143
2020
Q2
$1.06M Hold
14,815
0.2% 113
2020
Q1
$795K Sell
14,815
-18,426
-55% -$1.5M 0.19% 104
2019
Q4
$3.67M Buy
33,241
+865
+3% +$97.2K 0.39% 64
2019
Q3
$3.34M Buy
32,376
+11,910
+58% +$1.19M 0.17% 132
2019
Q2
$1.88M Buy
20,466
+294
+1% +$26.4K 0.15% 158
2019
Q1
$1.93M Buy
+20,172
New +$1.92M 0.16% 151
2018
Q4
Sell
-38,137
Closed -$4.28M 395
2018
Q3
$4.28M Buy
38,137
+32,912
+630% +$3.8M 0.25% 119
2018
Q2
$589K Sell
5,225
-42,071
-89% -$4.73M 0.04% 314
2018
Q1
$4.44M Buy
47,296
+9,893
+26% +$963K 0.18% 175
2017
Q4
$3.84M Buy
+37,403
New +$3.56M 0.15% 182
2017
Q2
Sell
-163,580
Closed -$12.8M 339
2017
Q1
$12.8M Buy
163,580
+125,896
+334% +$10.1M 0.51% 61
2016
Q4
$3.28M Buy
+37,684
New +$3.13M 0.15% 164

Other funds holding PSX

Meag Munich Ergo's PSX Position: Q2 2025 in Review

Meag Munich Ergo sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 1,334 shares — an estimated $165K sold.

Meag Munich Ergo first reported a position in PSX in Q4 2016 and held it in 28 quarters. The position peaked at $12.8M in Q1 2017. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Meag Munich Ergo reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Meag Munich Ergo sold 1,334 Phillips 66 shares in Q2 2025, an estimated $165K.
  • Meag Munich Ergo first reported a position in Phillips 66 in Q4 2016 and held it in 28 quarters.
  • Meag Munich Ergo's Phillips 66 position peaked at $12.8M in Q1 2017.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.