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Principal Securities’s Phillips 66 PSX Stock Holding History

Principal Securities’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 		$1.95M Sell
11,529
-548
-5% -$94.3K 0.02% 556
2026
Q1 		$2.2M Buy
12,077
+1,003
+9% +$157K 0.03% 458
2025
Q4 		$1.43M Buy
11,074
+1,585
+17% +$213K 0.02% 588
2025
Q3 		$1.29M Sell
9,489
-2,293
-19% -$294K 0.02% 589
2025
Q2 		$1.41M Sell
11,782
-4,957
-30% -$555K 0.03% 513
2025
Q1 		$1.91M Hold
16,739
– – 0.04% 373
2024
Q4 		$1.91M Buy
16,739
+484
+3% +$61.6K 0.04% 371
2024
Q3 		$2.14M Sell
16,255
-178
-1% -$24K 0.05% 321
2024
Q2 		$2.32M Sell
16,433
-577
-3% -$85.4K 0.06% 275
2024
Q1 		$2.78M Buy
17,010
+915
+6% +$132K 0.09% 218
2023
Q4 		$2.14M Buy
+16,095
New +$1.92M 0.08% 237

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's PSX Position: Q2 2026 in Review

Principal Securities reduced its Phillips 66 (PSX) stake by 4.5% in Q2 2026, selling an estimated $94.3K and leaving 11,529 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #556.

Principal Securities first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Principal Securities held 11,529 shares of Phillips 66 worth $1.95M as of Q2 2026.
  • Principal Securities sold 548 Phillips 66 shares in Q2 2026, an estimated $94.3K.
  • Phillips 66 made up 0.02% of Principal Securities's portfolio in Q2 2026, its #556 holding.
  • Principal Securities first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Phillips 66 position peaked at $2.78M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.