Meridian Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
1,878
+113
| +6% | +$13.5K | 0.04% | 168 |
|
|
2025
Q1 | $218K | Buy |
1,765
+8
| +0.5% | +$988 | 0.04% | 161 |
|
|
2024
Q4 | $200K | Sell |
1,757
-32
| -2% | -$3.65K | 0.03% | 171 |
|
|
2024
Q3 | $235K | Buy |
+1,789
| New | +$235K | 0.04% | 164 |
|
|
2021
Q3 | – | Sell |
-2,686
| Closed | -$231K | – | 200 |
|
|
2021
Q2 | $231K | Buy |
2,686
+106
| +4% | +$9.12K | 0.07% | 180 |
|
|
2021
Q1 | $210K | Buy |
+2,580
| New | +$210K | 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% | -$26.7K | 0.15% | 121 |
|
|
2019
Q1 | $238K | Buy |
2,506
+250
| +11% | +$23.7K | 0.17% | 107 |
|
|
2018
Q4 | $194K | Buy |
+2,256
| New | +$194K | 0.15% | 117 |
|