Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$77,026,787
-$8,611,111 QoQ
Shares Held
455,645
-3.1% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#82
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $630,316,545 across 9 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,394,274 | $356,474,032 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
363,212 | $94,594,931 | |
| 3 | PSX |
Phillips 66
This page
|
455,645 | $77,026,787 | |
| 4 | DINO |
HF Sinclair Corp
|
804,322 | $56,021,025 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
384,916 | $21,586,089 | |
| 6 | WKC |
World Kinect Corp
|
351,590 | $11,581,374 | |
| 7 | PBF |
PBF Energy Inc.
|
191,895 | $8,735,060 | |
| 8 | CVI |
Cvr Energy Inc
|
147,417 | $4,059,863 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,026,787 | 455,645 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $85,637,898 | 470,073 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $67,021,181 | 519,383 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $70,284,933 | 516,725 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $62,469,774 | 523,636 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $65,614,925 | 531,381 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $59,003,435 | 517,892 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $69,774,579 | 530,807 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $72,928,139 | 516,598 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $92,709,006 | 567,583 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $75,564,538 | 567,557 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $68,957,808 | 573,931 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $51,952,341 | 544,688 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $61,002,778 | 601,724 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $59,808,218 | 574,637 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $49,310,717 | 610,886 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $61,822,673 | 754,027 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $59,878,290 | 693,116 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $47,390,070 | 654,017 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $49,063,367 | 700,605 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $57,885,246 | 674,496 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $52,563,130 | 644,630 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $47,166,766 | 674,389 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $37,003,702 | 713,806 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $50,926,625 | 708,298 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $36,874,127 | 687,309 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||