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InTrack Investment Management’s Phillips 66 PSX Stock Holding History

InTrack Investment 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 		$223K Sell
1,322
-29
-2% -$4.99K 0.11% 108
2026
Q1 		$246K Sell
1,351
-452
-25% -$70.8K 0.14% 103
2025
Q4 		$233K Buy
1,803
+267
+17% +$35.9K 0.13% 105
2025
Q3 		$209K Buy
+1,536
New +$197K 0.12% 105
2022
Q2 		– Sell
-3,161
Closed -$273K – 119
2022
Q1 		$273K Buy
+3,161
New +$266K 0.22% 104

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

InTrack Investment Management's PSX Position: Q2 2026 in Review

InTrack Investment Management reduced its Phillips 66 (PSX) stake by 2.1% in Q2 2026, selling an estimated $4.99K and leaving 1,322 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #108.

InTrack Investment Management first reported a position in PSX in Q1 2022 and has held it in 5 quarters since. The position peaked at $273K in Q1 2022. 468 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • InTrack Investment Management held 1,322 shares of Phillips 66 worth $223K as of Q2 2026.
  • InTrack Investment Management sold 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
  • Phillips 66 made up 0.11% of InTrack Investment Management's portfolio in Q2 2026, its #108 holding.
  • InTrack Investment Management first reported a position in Phillips 66 in Q1 2022 and has held it in 5 quarters since.
  • InTrack Investment Management's Phillips 66 position peaked at $273K in Q1 2022.
  • 468 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.