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Merit Financial Group’s Phillips 66 PSX Stock Holding History

Merit Financial Group’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 		$7.11M Buy
42,079
+6,333
+18% +$1.09M 0.04% 337
2026
Q1 		$6.51M Buy
35,746
+4,189
+13% +$656K 0.05% 328
2025
Q4 		$4.07M Buy
31,557
+7,737
+32% +$1.04M 0.03% 410
2025
Q3 		$3.24M Buy
23,820
+7,335
+44% +$940K 0.03% 421
2025
Q2 		$1.97M Buy
16,485
+6,154
+60% +$689K 0.02% 529
2025
Q1 		$1.28M Buy
10,331
+1,959
+23% +$241K 0.02% 570
2024
Q4 		$954K Buy
8,372
+4,204
+101% +$535K 0.02% 528
2024
Q3 		$548K Sell
4,168
-3,037
-42% -$410K 0.01% 539
2024
Q2 		$1.02M Buy
7,205
+2,579
+56% +$382K 0.02% 405
2024
Q1 		$664K Buy
4,626
+842
+22% +$121K 0.02% 506
2023
Q4 		$504K Buy
3,784
+1,387
+58% +$166K 0.02% 495
2023
Q3 		$288K Buy
2,397
+223
+10% +$25K 0.01% 594
2023
Q2 		$207K Buy
+2,174
New +$211K 0.01% 698

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merit Financial Group's PSX Position: Q2 2026 in Review

Merit Financial Group increased its Phillips 66 (PSX) stake by 18% in Q2 2026, buying an estimated $1.09M and bringing the position to 42,079 shares worth $7.11M. The position accounts for 0.04% of the portfolio, ranked #337.

Merit Financial Group first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Merit Financial Group held 42,079 shares of Phillips 66 worth $7.11M as of Q2 2026.
  • Merit Financial Group bought 6,333 Phillips 66 shares in Q2 2026, an estimated $1.09M.
  • Phillips 66 made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #337 holding.
  • Merit Financial Group first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.