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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77M | Sell |
455,645
-14,428
| -3% | -$2.48M | 0.04% | 379 |
|
|
2026
Q1 | $85.6M | Sell |
470,073
-49,310
| -9% | -$7.73M | 0.05% | 326 |
|
|
2025
Q4 | $67M | Buy |
519,383
+2,658
| +0.5% | +$358K | 0.03% | 377 |
|
|
2025
Q3 | $70.3M | Sell |
516,725
-6,911
| -1% | -$885K | 0.04% | 363 |
|
|
2025
Q2 | $62.5M | Sell |
523,636
-7,745
| -1% | -$868K | 0.03% | 395 |
|
|
2025
Q1 | $65.6M | Buy |
531,381
+13,489
| +3% | +$1.66M | 0.04% | 381 |
|
|
2024
Q4 | $59M | Sell |
517,892
-12,915
| -2% | -$1.64M | 0.03% | 418 |
|
|
2024
Q3 | $69.8M | Buy |
530,807
+14,209
| +3% | +$1.92M | 0.04% | 373 |
|
|
2024
Q2 | $72.9M | Sell |
516,598
-50,985
| -9% | -$7.55M | 0.04% | 346 |
|
|
2024
Q1 | $92.7M | Buy |
567,583
+26
| +0% | +$3.75K | 0.05% | 287 |
|
|
2023
Q4 | $75.6M | Sell |
567,557
-6,374
| -1% | -$762K | 0.05% | 322 |
|
|
2023
Q3 | $69M | Buy |
573,931
+29,243
| +5% | +$3.28M | 0.05% | 322 |
|
|
2023
Q2 | $52M | Sell |
544,688
-57,036
| -9% | -$5.54M | 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% | -$3.71M | 0.05% | 353 |
|
|
2022
Q3 | $49.3M | Sell |
610,886
-143,141
| -19% | -$12.2M | 0.04% | 381 |
|
|
2022
Q2 | $61.8M | Buy |
754,027
+60,911
| +9% | +$5.64M | 0.05% | 334 |
|
|
2022
Q1 | $59.9M | Buy |
693,116
+39,099
| +6% | +$3.29M | 0.04% | 394 |
|
|
2021
Q4 | $47.4M | Sell |
654,017
-46,588
| -7% | -$3.52M | 0.03% | 481 |
|
|
2021
Q3 | $49.1M | Buy |
700,605
+26,109
| +4% | +$1.89M | 0.03% | 447 |
|
|
2021
Q2 | $57.9M | Buy |
674,496
+29,866
| +5% | +$2.52M | 0.04% | 397 |
|
|
2021
Q1 | $52.6M | Sell |
644,630
-29,759
| -4% | -$2.33M | 0.04% | 396 |
|
|
2020
Q4 | $47.2M | Sell |
674,389
-39,417
| -6% | -$2.31M | 0.03% | 396 |
|
|
2020
Q3 | $37M | Buy |
713,806
+5,508
| +0.8% | +$336K | 0.03% | 430 |
|
|
2020
Q2 | $50.9M | Buy |
708,298
+20,989
| +3% | +$1.49M | 0.04% | 338 |
|
|
2020
Q1 | $36.9M | Buy |
687,309
+6,407
| +0.9% | +$521K | 0.04% | 377 |
|
|
2019
Q4 | $75.9M | Sell |
680,902
-32,102
| -5% | -$3.61M | 0.06% | 313 |
|
|
2019
Q3 | $73M | Buy |
713,004
+15,657
| +2% | +$1.57M | 0.06% | 301 |
|
|
2019
Q2 | $65.2M | Buy |
697,347
+27,483
| +4% | +$2.47M | 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% | -$9.1M | 0.06% | 317 |
|
|
2018
Q3 | $87.8M | Buy |
778,738
+18,123
| +2% | +$2.09M | 0.08% | 281 |
|
|
2018
Q2 | $85.4M | Sell |
760,615
-42,139
| -5% | -$4.74M | 0.08% | 271 |
|
|
2018
Q1 | $77M | Sell |
802,754
-72,124
| -8% | -$7.02M | 0.07% | 299 |
|
|
2017
Q4 | $88.5M | Sell |
874,878
-1,761
| -0.2% | -$167K | 0.08% | 283 |
|
|
2017
Q3 | $80.3M | Sell |
876,639
-57,190
| -6% | -$4.84M | 0.08% | 305 |
|
|
2017
Q2 | $77.2M | Buy |
933,829
+301,330
| +48% | +$23.7M | 0.08% | 306 |
|
|
2017
Q1 | $50.1M | Buy |
632,499
+13,453
| +2% | +$1.08M | 0.06% | 326 |
|
|
2016
Q4 | $53.5M | Sell |
619,046
-7,637
| -1% | -$635K | 0.07% | 296 |
|
|
2016
Q3 | $50.5M | Sell |
626,683
-20,898
| -3% | -$1.62M | 0.07% | 287 |
|
|
2016
Q2 | $51.4M | Sell |
647,581
-3,101
| -0.5% | -$253K | 0.07% | 271 |
|
|
2016
Q1 | $56.3M | Buy |
650,682
+10,738
| +2% | +$873K | 0.08% | 256 |
|
|
2015
Q4 | $52.3M | Buy |
639,944
+5,629
| +0.9% | +$486K | 0.08% | 264 |
|
|
2015
Q3 | $48.7M | Sell |
634,315
-62,107
| -9% | -$4.94M | 0.08% | 272 |
|
|
2015
Q2 | $56.1M | Sell |
696,422
-10,041
| -1% | -$798K | 0.08% | 261 |
|
|
2015
Q1 | $55.5M | Buy |
706,463
+8,795
| +1% | +$646K | 0.08% | 262 |
|
|
2014
Q4 | $50M | Buy |
697,668
+20,740
| +3% | +$1.53M | 0.08% | 274 |
|
|
2014
Q3 | $55M | Buy |
676,928
+2,450
| +0.4% | +$204K | 0.09% | 251 |
|
|
2014
Q2 | $54.2M | Buy |
+674,478
| New | +$55.6M | 0.09% | 261 |
|
Other funds holding PSX
EIM
Principal Financial Group's PSX Position: Q2 2026 in Review
Principal Financial Group reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $2.48M and leaving 455,645 shares worth $77M. The position accounts for 0.04% of the portfolio, ranked #379.
Principal Financial Group first reported a position in PSX in Q2 2014 and has held it in 49 quarters since. The position peaked at $92.7M in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Principal Financial Group held 455,645 shares of Phillips 66 worth $77M as of Q2 2026.
- Principal Financial Group sold 14,428 Phillips 66 shares in Q2 2026, an estimated $2.48M.
- Phillips 66 made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #379 holding.
- Principal Financial Group first reported a position in Phillips 66 in Q2 2014 and has held it in 49 quarters since.
- Principal Financial Group's Phillips 66 position peaked at $92.7M in Q1 2024.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.