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Meridian Wealth Management’s Phillips 66 PSX Stock Holding History

Meridian Wealth Management’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 		$643K Buy
3,804
+686
+22% +$118K 0.02% 480
2026
Q1 		$568K Buy
3,118
+989
+46% +$155K 0.02% 487
2025
Q4 		$275K Buy
2,129
+582
+38% +$78.3K 0.01% 633
2025
Q3 		$210K Buy
+1,547
New +$198K 0.01% 671
2024
Q4 		– Sell
-1,542
Closed -$203K – 656
2024
Q3 		$203K Buy
+1,542
New +$208K 0.01% 607
2024
Q1 		– Sell
-1,600
Closed -$213K – 419
2023
Q4 		$213K Buy
+1,600
New +$191K 0.01% 563

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Meridian Wealth Management increased its Phillips 66 (PSX) stake by 22% in Q2 2026, buying an estimated $118K and bringing the position to 3,804 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #480.

Meridian Wealth Management first reported a position in PSX in Q4 2023 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Meridian Wealth Management held 3,804 shares of Phillips 66 worth $643K as of Q2 2026.
  • Meridian Wealth Management bought 686 Phillips 66 shares in Q2 2026, an estimated $118K.
  • Phillips 66 made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Meridian Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 6 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.