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Phillips 66 shares owned by Meridian Wealth Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Meridian Wealth Advisors from 13F filings

Historical chart of Meridian Wealth Advisors investment in Phillips 66

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All positions including Phillips 66 held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Meridian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 2.0k 136.03
2025-06-30 $224k 1.9k 119.32
2025-03-31 $218k 1.8k 123.50
2024-12-31 $200k 1.8k 113.95
2024-09-30 $235k 1.8k 131.45
2021-06-30 $231k 2.7k 86.00
2021-03-31 $210k 2.6k 81.40
2020-12-31 $26k 236 110.17
2019-12-31 $247k 2.2k 111.21
2019-09-30 $227k 2.2k 102.21
2019-06-30 $208k 2.2k 93.65
2019-03-31 $238k 2.5k 94.97
2018-12-31 $194k 2.3k 85.99