Principal Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.3M | Sell |
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|
2025
Q2 | $62.5M | Sell |
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|
2025
Q1 | $65.6M | Buy |
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|
2024
Q4 | $59M | Sell |
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|
2024
Q3 | $69.8M | Buy |
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|
2024
Q2 | $72.9M | Sell |
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|
2024
Q1 | $92.7M | Buy |
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|
2023
Q4 | $75.6M | Sell |
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|
2023
Q3 | $69M | Buy |
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|
2023
Q2 | $52M | Sell |
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|
2023
Q1 | $61M | Buy |
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|
2022
Q4 | $59.8M | Sell |
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|
2022
Q3 | $49.3M | Sell |
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|
2022
Q2 | $61.8M | Buy |
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|
2022
Q1 | $59.9M | Buy |
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|
2021
Q4 | $47.4M | Sell |
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|
2021
Q3 | $49.1M | Buy |
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|
2021
Q2 | $57.9M | Buy |
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|
2021
Q1 | $52.6M | Sell |
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|
2020
Q4 | $47.2M | Sell |
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|
2020
Q3 | $37M | Buy |
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|
2020
Q2 | $50.9M | Buy |
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|
2020
Q1 | $36.9M | Buy |
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|
2019
Q4 | $75.9M | Sell |
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|
2019
Q3 | $73M | Buy |
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|
2019
Q2 | $65.2M | Buy |
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|
2019
Q1 | $63.7M | Sell |
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|
2018
Q4 | $59.1M | Sell |
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|
2018
Q3 | $87.8M | Buy |
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|
2018
Q2 | $85.4M | Sell |
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|
2018
Q1 | $77M | Sell |
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|
2017
Q4 | $88.5M | Sell |
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|
2017
Q3 | $80.3M | Sell |
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|
2017
Q2 | $77.2M | Buy |
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|
2017
Q1 | $50.1M | Buy |
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|
2016
Q4 | $53.5M | Sell |
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|
2016
Q3 | $50.5M | Sell |
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|
2016
Q2 | $51.4M | Sell |
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|
2016
Q1 | $56.3M | Buy |
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|
2015
Q4 | $52.3M | Buy |
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|
2015
Q3 | $48.7M | Sell |
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|
2015
Q2 | $56.1M | Sell |
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|
2015
Q1 | $55.5M | Buy |
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|
2014
Q4 | $50M | Buy |
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|
2014
Q3 | $55M | Buy |
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|
2014
Q2 | $54.2M | Buy |
|