Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$228,555
-$21,213 QoQ
Shares Held
1,352
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,642
of 2,093 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Parisi Gray Wealth Management holds $759,852 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,040 | $531,297 | |
| 2 | PSX |
Phillips 66
This page
|
1,352 | $228,555 |
All Filings in PSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,555 | 1,352 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $249,768 | 1,371 | Shares | Sole | 2026-04-08 | |
| 2021-06-30 | $169,494 | 1,975 | Shares | Sole | 2021-08-13 | |
| 2020-06-30 | $400,914 | 5,576 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $287,188 | 5,353 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||