Principal Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5M | Sell |
523,636
-7,745
| -1% | -$924K | 0.03% | 395 |
|
|
2025
Q1 | $65.6M | Buy |
531,381
+13,489
| +3% | +$1.67M | 0.04% | 381 |
|
|
2024
Q4 | $59M | Sell |
517,892
-12,915
| -2% | -$1.47M | 0.03% | 418 |
|
|
2024
Q3 | $69.8M | Buy |
530,807
+14,209
| +3% | +$1.87M | 0.04% | 373 |
|
|
2024
Q2 | $72.9M | Sell |
516,598
-50,985
| -9% | -$7.2M | 0.04% | 346 |
|
|
2024
Q1 | $92.7M | Buy |
567,583
+26
| +0% | +$4.25K | 0.05% | 287 |
|
|
2023
Q4 | $75.6M | Sell |
567,557
-6,374
| -1% | -$849K | 0.05% | 322 |
|
|
2023
Q3 | $69M | Buy |
573,931
+29,243
| +5% | +$3.51M | 0.05% | 322 |
|
|
2023
Q2 | $52M | Sell |
544,688
-57,036
| -9% | -$5.44M | 0.04% | 413 |
|
|
2023
Q1 | $61M | Buy |
601,724
+27,087
| +5% | +$2.75M | 0.04% | 362 |
|
|
2022
Q4 | $59.8M | Sell |
574,637
-36,249
| -6% | -$3.77M | 0.05% | 353 |
|
|
2022
Q3 | $49.3M | Sell |
610,886
-143,141
| -19% | -$11.6M | 0.04% | 381 |
|
|
2022
Q2 | $61.8M | Buy |
754,027
+60,911
| +9% | +$4.99M | 0.05% | 334 |
|
|
2022
Q1 | $59.9M | Buy |
693,116
+39,099
| +6% | +$3.38M | 0.04% | 394 |
|
|
2021
Q4 | $47.4M | Sell |
654,017
-46,588
| -7% | -$3.38M | 0.03% | 481 |
|
|
2021
Q3 | $49.1M | Buy |
700,605
+26,109
| +4% | +$1.83M | 0.03% | 447 |
|
|
2021
Q2 | $57.9M | Buy |
674,496
+29,866
| +5% | +$2.56M | 0.04% | 397 |
|
|
2021
Q1 | $52.6M | Sell |
644,630
-29,759
| -4% | -$2.43M | 0.04% | 396 |
|
|
2020
Q4 | $47.2M | Sell |
674,389
-39,417
| -6% | -$2.76M | 0.03% | 396 |
|
|
2020
Q3 | $37M | Buy |
713,806
+5,508
| +0.8% | +$286K | 0.03% | 430 |
|
|
2020
Q2 | $50.9M | Buy |
708,298
+20,989
| +3% | +$1.51M | 0.04% | 338 |
|
|
2020
Q1 | $36.9M | Buy |
687,309
+6,407
| +0.9% | +$344K | 0.04% | 377 |
|
|
2019
Q4 | $75.9M | Sell |
680,902
-32,102
| -5% | -$3.58M | 0.06% | 313 |
|
|
2019
Q3 | $73M | Buy |
713,004
+15,657
| +2% | +$1.6M | 0.06% | 301 |
|
|
2019
Q2 | $65.2M | Buy |
697,347
+27,483
| +4% | +$2.57M | 0.06% | 326 |
|
|
2019
Q1 | $63.7M | Sell |
669,864
-15,739
| -2% | -$1.5M | 0.06% | 326 |
|
|
2018
Q4 | $59.1M | Sell |
685,603
-93,135
| -12% | -$8.02M | 0.06% | 317 |
|
|
2018
Q3 | $87.8M | Buy |
778,738
+18,123
| +2% | +$2.04M | 0.08% | 281 |
|
|
2018
Q2 | $85.4M | Sell |
760,615
-42,139
| -5% | -$4.73M | 0.08% | 271 |
|
|
2018
Q1 | $77M | Sell |
802,754
-72,124
| -8% | -$6.92M | 0.07% | 299 |
|
|
2017
Q4 | $88.5M | Sell |
874,878
-1,761
| -0.2% | -$178K | 0.08% | 283 |
|
|
2017
Q3 | $80.3M | Sell |
876,639
-57,190
| -6% | -$5.24M | 0.08% | 305 |
|
|
2017
Q2 | $77.2M | Buy |
933,829
+301,330
| +48% | +$24.9M | 0.08% | 306 |
|
|
2017
Q1 | $50.1M | Buy |
632,499
+13,453
| +2% | +$1.07M | 0.06% | 326 |
|
|
2016
Q4 | $53.5M | Sell |
619,046
-7,637
| -1% | -$660K | 0.07% | 296 |
|
|
2016
Q3 | $50.5M | Sell |
626,683
-20,898
| -3% | -$1.68M | 0.07% | 287 |
|
|
2016
Q2 | $51.4M | Sell |
647,581
-3,101
| -0.5% | -$246K | 0.07% | 271 |
|
|
2016
Q1 | $56.3M | Buy |
650,682
+10,738
| +2% | +$930K | 0.08% | 256 |
|
|
2015
Q4 | $52.3M | Buy |
639,944
+5,629
| +0.9% | +$460K | 0.08% | 264 |
|
|
2015
Q3 | $48.7M | Sell |
634,315
-62,107
| -9% | -$4.77M | 0.08% | 272 |
|
|
2015
Q2 | $56.1M | Sell |
696,422
-10,041
| -1% | -$809K | 0.08% | 261 |
|
|
2015
Q1 | $55.5M | Buy |
706,463
+8,795
| +1% | +$691K | 0.08% | 262 |
|
|
2014
Q4 | $50M | Buy |
697,668
+20,740
| +3% | +$1.49M | 0.08% | 274 |
|
|
2014
Q3 | $55M | Buy |
676,928
+2,450
| +0.4% | +$199K | 0.09% | 251 |
|
|
2014
Q2 | $54.2M | Buy |
+674,478
| New | +$54.2M | 0.09% | 261 |
|