Merit Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
16,485
+6,154
| +60% | +$734K | 0.02% | 528 |
|
|
2025
Q1 | $1.28M | Buy |
10,331
+1,959
| +23% | +$242K | 0.02% | 569 |
|
|
2024
Q4 | $954K | Buy |
8,372
+4,204
| +101% | +$479K | 0.02% | 527 |
|
|
2024
Q3 | $548K | Sell |
4,168
-3,037
| -42% | -$399K | 0.01% | 538 |
|
|
2024
Q2 | $1.02M | Buy |
7,205
+2,579
| +56% | +$364K | 0.02% | 404 |
|
|
2024
Q1 | $664K | Buy |
4,626
+842
| +22% | +$121K | 0.02% | 505 |
|
|
2023
Q4 | $504K | Buy |
3,784
+1,387
| +58% | +$185K | 0.02% | 495 |
|
|
2023
Q3 | $288K | Buy |
2,397
+223
| +10% | +$26.8K | 0.01% | 592 |
|
|
2023
Q2 | $207K | Buy |
+2,174
| New | +$207K | 0.01% | 692 |
|