Skip to main content

Meredith Wealth Planning

SEC CIK
0001956471
Latest filing
Jul 24, 2026

PSX holding history

Phillips 66 in every 13F filed by Meredith Wealth Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of PSX by Meredith Wealth Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,121−100.0%Sold outHolders
Q1 20232,121$215.0K0.2%00.0%UnchangedHolders
Q4 20222,121$220.8K0.2%–No prior filingHolders