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Principle Wealth Partners’s Phillips 66 PSX Stock Holding History

Principle Wealth Partners’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 		$4.44M Buy
26,244
+16
+0.1% +$2.75K 0.22% 84
2026
Q1 		$4.78M Buy
26,228
+24
+0.1% +$3.76K 0.27% 75
2025
Q4 		$3.38M Hold
26,204
– – 0.19% 96
2025
Q3 		$3.56M Hold
26,204
– – 0.21% 87
2025
Q2 		$3.13M Hold
26,204
– – 0.2% 96
2025
Q1 		$3.24M Hold
26,204
– – 0.23% 95
2024
Q4 		$2.99M Buy
26,204
+57
+0.2% +$7.25K 0.21% 102
2024
Q3 		$3.44M Sell
26,147
-80
-0.3% -$10.8K 0.24% 93
2024
Q2 		$3.7M Sell
26,227
-2
-0% -$296 0.28% 83
2024
Q1 		$4.28M Buy
26,229
+2
+0% +$288 0.33% 77
2023
Q4 		$3.49M Sell
26,227
-13
-0% -$1.55K 0.3% 83
2023
Q3 		$3.15M Hold
26,240
– – 0.32% 75
2023
Q2 		$2.5M Hold
26,240
– – 0.25% 90
2023
Q1 		$2.66M Hold
26,240
– – 0.28% 83
2022
Q4 		$2.73M Sell
26,240
-400
-2% -$40.9K 0.31% 79
2022
Q3 		$2.15K Sell
26,640
-6
-0% -$511 0.2% 86
2022
Q2 		$2.19M Buy
26,646
+241
+0.9% +$22.3K 0.26% 89
2022
Q1 		$2.28M Hold
26,405
– – 0.24% 91
2021
Q4 		$1.91M Hold
26,405
– – 0.2% 93
2021
Q3 		$1.85M Hold
26,405
– – 0.21% 94
2021
Q2 		$2.27M Sell
26,405
-154
-0.6% -$13K 0.26% 81
2021
Q1 		$2.17M Sell
26,559
-605
-2% -$47.5K 0.25% 82
2020
Q4 		$1.9M Buy
27,164
+2,514
+10% +$148K 0.25% 82
2020
Q3 		$1.28M Sell
24,650
-95
-0.4% -$5.8K 0.36% 45
2020
Q2 		$1.78M Buy
24,745
+621
+3% +$44K 0.52% 35
2020
Q1 		$1.29M Sell
24,124
-2,120
-8% -$173K 0.49% 38
2019
Q4 		$2.92M Hold
26,244
– – 0.93% 26
2019
Q3 		$2.69M Buy
26,244
+23,551
+875% +$2.36M 0.93% 27
2019
Q2 		$252K Buy
+2,693
New +$242K 0.13% 116

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principle Wealth Partners's PSX Position: Q2 2026 in Review

Principle Wealth Partners increased its Phillips 66 (PSX) stake by 0.06% in Q2 2026, buying an estimated $2.75K and bringing the position to 26,244 shares worth $4.44M. The position accounts for 0.22% of the portfolio, ranked #84.

Principle Wealth Partners first reported a position in PSX in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.78M in Q1 2026. 1,393 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Principle Wealth Partners held 26,244 shares of Phillips 66 worth $4.44M as of Q2 2026.
  • Principle Wealth Partners bought 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
  • Phillips 66 made up 0.22% of Principle Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Principle Wealth Partners first reported a position in Phillips 66 in Q2 2019 and has held it in 29 quarters since.
  • Principle Wealth Partners's Phillips 66 position peaked at $4.78M in Q1 2026.
  • 1,393 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.