Sigma Planning Corp’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
10,679
-1,595
| -13% | -$190K | 0.04% | 423 |
|
|
2025
Q1 | $1.52M | Sell |
12,274
-375
| -3% | -$46.3K | 0.05% | 355 |
|
|
2024
Q4 | $1.44M | Sell |
12,649
-577
| -4% | -$65.7K | 0.05% | 365 |
|
|
2024
Q3 | $1.74M | Buy |
13,226
+340
| +3% | +$44.7K | 0.05% | 331 |
|
|
2024
Q2 | $1.82M | Sell |
12,886
-777
| -6% | -$110K | 0.06% | 317 |
|
|
2024
Q1 | $2.23M | Buy |
13,663
+7,018
| +106% | +$1.15M | 0.07% | 280 |
|
|
2023
Q4 | $885K | Sell |
6,645
-7,246
| -52% | -$965K | 0.07% | 291 |
|
|
2023
Q3 | $1.67M | Buy |
13,891
+535
| +4% | +$64.3K | 0.06% | 305 |
|
|
2023
Q2 | $1.27M | Sell |
13,356
-5,347
| -29% | -$510K | 0.05% | 388 |
|
|
2023
Q1 | $1.9M | Buy |
18,703
+3
| +0% | +$304 | 0.06% | 313 |
|
|
2022
Q4 | $1.95M | Buy |
18,700
+2,528
| +16% | +$263K | 0.07% | 286 |
|
|
2022
Q3 | $1.31M | Sell |
16,172
-431
| -3% | -$34.8K | 0.05% | 365 |
|
|
2022
Q2 | $1.36M | Buy |
16,603
+4,437
| +36% | +$364K | 0.05% | 363 |
|
|
2022
Q1 | $1.05M | Buy |
12,166
+375
| +3% | +$32.4K | 0.03% | 514 |
|
|
2021
Q4 | $854K | Sell |
11,791
-21
| -0.2% | -$1.52K | 0.02% | 605 |
|
|
2021
Q3 | $827K | Sell |
11,812
-1,202
| -9% | -$84.2K | 0.02% | 610 |
|
|
2021
Q2 | $1.12M | Sell |
13,014
-254
| -2% | -$21.8K | 0.03% | 513 |
|
|
2021
Q1 | $1.08M | Buy |
13,268
+1,068
| +9% | +$87.1K | 0.03% | 469 |
|
|
2020
Q4 | $853K | Buy |
12,200
+467
| +4% | +$32.7K | 0.03% | 483 |
|
|
2020
Q3 | $608K | Sell |
11,733
-836
| -7% | -$43.3K | 0.02% | 539 |
|
|
2020
Q2 | $904K | Sell |
12,569
-4,773
| -28% | -$343K | 0.04% | 411 |
|
|
2020
Q1 | $930K | Sell |
17,342
-1,817
| -9% | -$97.4K | 0.06% | 335 |
|
|
2019
Q4 | $2.14M | Sell |
19,159
-249
| -1% | -$27.7K | 0.09% | 225 |
|
|
2019
Q3 | $1.99M | Buy |
19,408
+873
| +5% | +$89.4K | 0.1% | 226 |
|
|
2019
Q2 | $1.73M | Buy |
18,535
+43
| +0.2% | +$4.02K | 0.09% | 241 |
|
|
2019
Q1 | $1.76M | Buy |
18,492
+3,524
| +24% | +$335K | 0.1% | 217 |
|
|
2018
Q4 | $1.29M | Buy |
14,968
+2,594
| +21% | +$224K | 0.09% | 218 |
|
|
2018
Q3 | $1.4M | Buy |
12,374
+709
| +6% | +$79.9K | 0.08% | 238 |
|
|
2018
Q2 | $1.31M | Buy |
11,665
+973
| +9% | +$109K | 0.09% | 229 |
|
|
2018
Q1 | $1.03M | Sell |
10,692
-758
| -7% | -$72.7K | 0.08% | 261 |
|
|
2017
Q4 | $1.16M | Sell |
11,450
-19
| -0.2% | -$1.92K | 0.09% | 241 |
|
|
2017
Q3 | $1.05M | Buy |
11,469
+134
| +1% | +$12.3K | 0.09% | 244 |
|
|
2017
Q2 | $937K | Sell |
11,335
-1,006
| -8% | -$83.2K | 0.09% | 251 |
|
|
2017
Q1 | $978K | Sell |
12,341
-744
| -6% | -$59K | 0.09% | 242 |
|
|
2016
Q4 | $1.13M | Sell |
13,085
-494
| -4% | -$42.7K | 0.12% | 196 |
|
|
2016
Q3 | $1.09M | Buy |
13,579
+1,965
| +17% | +$158K | 0.13% | 185 |
|
|
2016
Q2 | $922K | Sell |
11,614
-2,034
| -15% | -$161K | 0.12% | 191 |
|
|
2016
Q1 | $1.18M | Buy |
13,648
+2,354
| +21% | +$204K | 0.16% | 146 |
|
|
2015
Q4 | $924K | Sell |
11,294
-1,892
| -14% | -$155K | 0.13% | 190 |
|
|
2015
Q3 | $1.01M | Sell |
13,186
-420
| -3% | -$32.3K | 0.16% | 154 |
|
|
2015
Q2 | $1.1M | Buy |
13,606
+134
| +1% | +$10.8K | 0.15% | 164 |
|
|
2015
Q1 | $1.06M | Sell |
13,472
-760
| -5% | -$59.7K | 0.14% | 179 |
|
|
2014
Q4 | $1.02M | Buy |
+14,232
| New | +$1.02M | 0.13% | 178 |
|