PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in PSX — Phillips 66

CIK 12600 DES MOINES, IA

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,948,977

-$251,210 QoQ

Shares Held

11,529

-4.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#664

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $8,433,882 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	14,009	$3,648,503
2	MPC	Marathon Petroleum Corp	11,094	$2,836,402
3	PSX	Phillips 66 This page	11,529	$1,948,977

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,948,977	11,529	-4.5%	Shares	Sole	2026-08-04
2026-03-31	$2,200,187	12,077	+9.1%	Shares	Sole	2026-05-13
2025-12-31	$1,428,988	11,074	+16.7%	Shares	Sole	2026-02-12
2025-09-30	$1,290,693	9,489	-19.5%	Shares	Sole	2025-11-12
2025-06-30	$1,405,592	11,782	-29.6%	Shares	Sole	2025-08-11
2025-03-31	$2,066,931	16,739	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,907,074	16,739	+3.0%	Shares	Sole	2025-01-30
2024-09-30	$2,136,719	16,255	-1.1%	Shares	Sole	2024-10-28
2024-06-30	$2,319,846	16,433	-3.4%	Shares	Sole	2024-07-31
2024-03-31	$2,778,413	17,010	+5.7%	Shares	Sole	2024-05-10
2023-12-31	$2,142,888	16,095	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.