Meridian Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1697300 LEXINGTON, KY

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$643,066

+$75,029 QoQ

Shares Held

3,804

+22.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,069

of 2,093 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Energy · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $2,463,923 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,574	$1,169,434
2	PSX	Phillips 66 This page	3,804	$643,066
3	VLO	Valero Energy Corp/Tx	1,754	$456,811
4	IEP	Icahn Enterprises L.P.	26,992	$194,612

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,066	3,804	+22.0%	Shares	Sole	2026-08-05
2026-03-31	$568,037	3,118	+46.5%	Shares	Sole	2026-05-06
2025-12-31	$274,726	2,129	+37.6%	Shares	Sole	2026-02-04
2025-09-30	$210,422	1,547	+0.3%	Shares	Sole	2025-11-04
2024-09-30	$202,695	1,542	-3.6%	Shares	Sole	2024-11-12
2023-12-31	$213,024	1,600	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.