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Parr McKnight Wealth Management Group’s Phillips 66 PSX Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.35M Buy
36,478
+2,846
+8% +$340K 0.6% 49
2025
Q1 		$4.15M Buy
33,632
+1,455
+5% +$180K 0.6% 48
2024
Q4 		$3.67M Buy
+32,177
New +$3.67M 0.53% 54