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
2025 Q3	$3.24M	Buy
2025 Q2	$1.97M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$954K	Buy
2024 Q3	$548K	Sell
2024 Q2	$1.02M	Buy
2024 Q1	$664K	Buy
2023 Q4	$504K	Buy
2023 Q3	$288K	Buy
2023 Q2	$207K	Buy