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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$250K Buy
2021
Q3
Sell
2021
Q2
$170K Buy
2020
Q3
Sell
2020
Q2
$371K Buy
2020
Q1
$287K Sell
2019
Q4
$612K Buy
2019
Q3
$547K Buy
2019
Q2
$493K Buy
2019
Q1
$480K Sell
2018
Q4
$442K Sell
2018
Q3
$1.07M Buy
2018
Q2
$1.01M Buy
2018
Q1
$387K Sell
2017
Q4
$418K Buy