Meridian Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $266K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $218K | Buy |
|
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $194K | Buy |
|