Meridian Wealth Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-321
Closed -$26K 960
2021
Q1
$26K Buy
+321
New +$26K 0.01% 244
2020
Q1
Sell
-236
Closed -$26K 206
2019
Q4
$26K Buy
+236
New +$26K 0.02% 178