Parisi Gray Wealth Management’s Phillips 66 PSX Stock Holding History

Parisi Gray Wealth Management’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
2026 Q2	$229K	Sell	1,352 -19	-1%	-$3.27K	0.05%	139
2026 Q1	$250K	Buy	+1,371	New	+$215K	0.06%	122
2021 Q3	–	Sell	-1,975	Closed	-$170K	–	431
2021 Q2	$170K	Buy	+1,975	New	+$167K	0.06%	138
2020 Q3	–	Sell	-5,576	Closed	-$371K	–	118
2020 Q2	$371K	Buy	5,576 +223	+4%	+$15.8K	0.21%	76
2020 Q1	$287K	Sell	5,353 -136	-2%	-$11.1K	0.2%	82
2019 Q4	$612K	Buy	5,489 +145	+3%	+$16.3K	0.35%	61
2019 Q3	$547K	Buy	5,344 +74	+1%	+$7.42K	0.36%	64
2019 Q2	$493K	Buy	5,270 +229	+5%	+$20.5K	0.34%	65
2019 Q1	$480K	Sell	5,041 -164	-3%	-$15.6K	0.31%	65
2018 Q4	$442K	Sell	5,205 -4,251	-45%	-$415K	0.3%	66
2018 Q3	$1.07M	Buy	9,456 +335	+4%	+$38.7K	0.66%	39
2018 Q2	$1.01M	Buy	9,121 +5,096	+127%	+$573K	0.68%	37
2018 Q1	$387K	Sell	4,025 -82	-2%	-$7.98K	0.3%	76
2017 Q4	$418K	Buy	+4,107	New	+$390K	0.31%	74

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parisi Gray Wealth Management's PSX Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Phillips 66 (PSX) stake by 1.4% in Q2 2026, selling an estimated $3.27K and leaving 1,352 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #139.

Parisi Gray Wealth Management first reported a position in PSX in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Parisi Gray Wealth Management held 1,352 shares of Phillips 66 worth $229K as of Q2 2026.
Parisi Gray Wealth Management sold 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
Phillips 66 made up 0.05% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #139 holding.
Parisi Gray Wealth Management first reported a position in Phillips 66 in Q4 2017 and has held it in 14 quarters since.
Parisi Gray Wealth Management's Phillips 66 position peaked at $1.07M in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.