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Meridian Wealth Partners’s Phillips 66 PSX Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-321
Closed -$26K – 963
2021
Q1 		$26K Buy
+321
New +$25.2K 0.01% 248
2020
Q1 		– Sell
-236
Closed -$26K – 208
2019
Q4 		$26K Buy
+236
New +$26.5K 0.02% 181

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Partners's PSX Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Phillips 66 (PSX) in Q2 2021, closing a stake of 321 shares — an estimated $26K sold.

Meridian Wealth Partners first reported a position in PSX in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold PSX as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Phillips 66 position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 321 Phillips 66 shares in Q2 2021, an estimated $26K.
  • Meridian Wealth Partners first reported a position in Phillips 66 in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Partners's Phillips 66 position peaked at $26K in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.