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Traynor Capital Management’s Phillips 66 PSX Stock Holding History

Traynor Capital 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 		$300K Sell
1,774
-18
-1% -$3.1K 0.01% 257
2026
Q1 		$331K Buy
1,792
+59
+3% +$9.24K 0.02% 226
2025
Q4 		$224K Buy
1,733
+97
+6% +$13.1K 0.01% 290
2025
Q3 		$223K Buy
+1,636
New +$210K 0.01% 290

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Traynor Capital Management's PSX Position: Q2 2026 in Review

Traynor Capital Management reduced its Phillips 66 (PSX) stake by 1% in Q2 2026, selling an estimated $3.1K and leaving 1,774 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #257.

Traynor Capital Management first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Traynor Capital Management held 1,774 shares of Phillips 66 worth $300K as of Q2 2026.
  • Traynor Capital Management sold 18 Phillips 66 shares in Q2 2026, an estimated $3.1K.
  • Phillips 66 made up 0.01% of Traynor Capital Management's portfolio in Q2 2026, its #257 holding.
  • Traynor Capital Management first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Traynor Capital Management's Phillips 66 position peaked at $331K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.