Meridian Wealth Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,542	Closed	-$203K	–	656
2024 Q3	$203K	Buy	+1,542	New	+$203K	0.01%	607
2024 Q1	–	Sell	-1,600	Closed	-$213K	–	420
2023 Q4	$213K	Buy	+1,600	New	+$213K	0.01%	563