Meristem Family Wealth’s Phillips 66 PSX Stock Holding History

Meristem Family Wealth’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$458K	Sell
2021 Q4	$413K	Hold
2021 Q3	$399K	Buy
2021 Q2	$329K	Buy
2020 Q1	–	Sell
2019 Q4	$227K	Sell
2019 Q3	$227K	Buy
2018 Q4	–	Sell
2018 Q3	$226K	Hold
2018 Q2	$225K	Buy