Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,738
-$1,448 QoQ
Shares Held
1,359
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,635
of 2,093 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Meridian Wealth Advisors, LLC holds $6,593,875 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
24,892 | $6,364,137 | |
| 2 | PSX |
Phillips 66
This page
|
1,359 | $229,738 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,738 | 1,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $231,186 | 1,269 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $266,191 | 1,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,045 | 1,878 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $217,942 | 1,765 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $200,175 | 1,757 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $235,164 | 1,789 | Shares | Sole | 2024-10-24 | |
| 2021-06-30 | $230,512 | 2,686 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $210,373 | 2,580 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||