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Meridian Wealth Advisors’s Phillips 66 PSX Stock Holding History

Meridian Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Buy
1,359
+90
+7% +$15.5K 0.03% 193
2026
Q1 		$231K Buy
+1,269
New +$199K 0.03% 183
2025
Q4 		– Sell
-1,957
Closed -$266K – 195
2025
Q3 		$266K Buy
1,957
+79
+4% +$10.1K 0.04% 159
2025
Q2 		$224K Buy
1,878
+113
+6% +$12.7K 0.04% 168
2025
Q1 		$218K Buy
1,765
+8
+0.5% +$986 0.04% 161
2024
Q4 		$200K Sell
1,757
-32
-2% -$4.07K 0.03% 171
2024
Q3 		$235K Buy
+1,789
New +$242K 0.04% 164
2021
Q3 		– Sell
-2,686
Closed -$231K – 200
2021
Q2 		$231K Buy
2,686
+106
+4% +$8.95K 0.07% 180
2021
Q1 		$210K Buy
+2,580
New +$202K 0.07% 173
2020
Q1 		– Sell
-2,221
Closed -$247K – 163
2019
Q4 		$247K Hold
2,221
– – 0.1% 137
2019
Q3 		$227K Hold
2,221
– – 0.1% 137
2019
Q2 		$208K Sell
2,221
-285
-11% -$25.6K 0.15% 121
2019
Q1 		$238K Buy
2,506
+250
+11% +$23.8K 0.17% 107
2018
Q4 		$194K Buy
+2,256
New +$220K 0.15% 117

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Meridian Wealth Advisors's PSX Position: Q2 2026 in Review

Meridian Wealth Advisors increased its Phillips 66 (PSX) stake by 7.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,359 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #193.

Meridian Wealth Advisors first reported a position in PSX in Q4 2018 and has held it in 14 quarters since. The position peaked at $266K in Q3 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Meridian Wealth Advisors held 1,359 shares of Phillips 66 worth $230K as of Q2 2026.
  • Meridian Wealth Advisors bought 90 Phillips 66 shares in Q2 2026, an estimated $15.5K.
  • Phillips 66 made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Meridian Wealth Advisors first reported a position in Phillips 66 in Q4 2018 and has held it in 14 quarters since.
  • Meridian Wealth Advisors's Phillips 66 position peaked at $266K in Q3 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.