Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,436,548
-$341,669 QoQ
Shares Held
26,244
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#452
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Principle Wealth Partners LLC holds $4,667,162 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
26,244 | $4,436,548 | |
| 2 | MPC |
Marathon Petroleum Corp
|
902 | $230,614 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,436,548 | 26,244 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,778,217 | 26,228 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,381,364 | 26,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,564,268 | 26,204 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,126,137 | 26,204 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,235,669 | 26,204 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,985,421 | 26,204 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,437,023 | 26,147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,702,465 | 26,227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,284,244 | 26,229 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,491,862 | 26,227 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,152,736 | 26,240 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,502,771 | 26,240 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,660,211 | 26,240 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,731,059 | 26,240 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,150,380 | 26,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,184,705 | 26,646 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,281,127 | 26,405 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,913,306 | 26,405 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,849,142 | 26,405 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,266,077 | 26,405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,165,620 | 26,559 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,899,850 | 27,164 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,277,856 | 24,650 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,779,165 | 24,745 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,294,252 | 24,124 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||