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Sigma Investment Counselors’s Phillips 66 PSX Stock Holding History

Sigma Investment Counselors’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 		$202K Buy
1,194
+19
+2% +$3.27K 0.01% 218
2026
Q1 		$214K Buy
+1,175
New +$184K 0.01% 191
2024
Q2 		– Sell
-1,280
Closed -$209K – 195
2024
Q1 		$209K Buy
+1,280
New +$184K 0.01% 188

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

Sigma Investment Counselors's PSX Position: Q2 2026 in Review

Sigma Investment Counselors increased its Phillips 66 (PSX) stake by 1.6% in Q2 2026, buying an estimated $3.27K and bringing the position to 1,194 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #218.

Sigma Investment Counselors first reported a position in PSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sigma Investment Counselors held 1,194 shares of Phillips 66 worth $202K as of Q2 2026.
  • Sigma Investment Counselors bought 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #218 holding.
  • Sigma Investment Counselors first reported a position in Phillips 66 in Q1 2024 and has held it in 3 quarters since.
  • Sigma Investment Counselors's Phillips 66 position peaked at $214K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.