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Sigma Planning Corp’s Phillips 66 PSX Stock Holding History

Sigma Planning Corp’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 		$1.49M Buy
8,813
+40
+0.5% +$6.89K 0.04% 457
2026
Q1 		$1.6M Sell
8,773
-1,185
-12% -$186K 0.04% 402
2025
Q4 		$1.29M Buy
9,958
+299
+3% +$40.2K 0.04% 456
2025
Q3 		$1.31M Sell
9,659
-1,020
-10% -$131K 0.04% 442
2025
Q2 		$1.27M Sell
10,679
-1,595
-13% -$179K 0.04% 423
2025
Q1 		$1.52M Sell
12,274
-375
-3% -$46.2K 0.05% 355
2024
Q4 		$1.44M Sell
12,649
-577
-4% -$73.4K 0.05% 365
2024
Q3 		$1.74M Buy
13,226
+340
+3% +$45.9K 0.05% 331
2024
Q2 		$1.82M Sell
12,886
-777
-6% -$115K 0.06% 317
2024
Q1 		$2.23M Buy
13,663
+7,018
+106% +$1.01M 0.07% 280
2023
Q4 		$885K Sell
6,645
-7,246
-52% -$866K 0.07% 291
2023
Q3 		$1.67M Buy
13,891
+535
+4% +$60K 0.06% 305
2023
Q2 		$1.27M Sell
13,356
-5,347
-29% -$520K 0.05% 388
2023
Q1 		$1.9M Buy
18,703
+3
+0% +$305 0.06% 313
2022
Q4 		$1.95M Buy
18,700
+2,528
+16% +$259K 0.07% 286
2022
Q3 		$1.3M Sell
16,172
-431
-3% -$36.7K 0.05% 367
2022
Q2 		$1.36M Buy
16,603
+4,437
+36% +$410K 0.05% 365
2022
Q1 		$1.05M Buy
12,166
+375
+3% +$31.6K 0.03% 515
2021
Q4 		$854K Sell
11,791
-21
-0.2% -$1.59K 0.02% 611
2021
Q3 		$827K Sell
11,812
-1,202
-9% -$87K 0.02% 616
2021
Q2 		$1.12M Sell
13,014
-254
-2% -$21.4K 0.03% 518
2021
Q1 		$1.08M Buy
13,268
+1,068
+9% +$83.8K 0.03% 472
2020
Q4 		$853K Buy
12,200
+467
+4% +$27.4K 0.03% 488
2020
Q3 		$608K Sell
11,733
-836
-7% -$51K 0.02% 543
2020
Q2 		$904K Sell
12,569
-4,773
-28% -$338K 0.04% 413
2020
Q1 		$930K Sell
17,342
-1,817
-9% -$148K 0.06% 338
2019
Q4 		$2.13M Sell
19,159
-249
-1% -$28K 0.09% 226
2019
Q3 		$1.99M Buy
19,408
+873
+5% +$87.5K 0.1% 226
2019
Q2 		$1.73M Buy
18,535
+43
+0.2% +$3.86K 0.09% 241
2019
Q1 		$1.76M Buy
18,492
+3,524
+24% +$335K 0.1% 218
2018
Q4 		$1.29M Buy
14,968
+2,594
+21% +$253K 0.09% 220
2018
Q3 		$1.4M Buy
12,374
+709
+6% +$82K 0.08% 239
2018
Q2 		$1.31M Buy
11,665
+973
+9% +$109K 0.09% 229
2018
Q1 		$1.03M Sell
10,692
-758
-7% -$73.8K 0.08% 262
2017
Q4 		$1.16M Sell
11,450
-19
-0.2% -$1.81K 0.09% 242
2017
Q3 		$1.05M Buy
11,469
+134
+1% +$11.3K 0.09% 245
2017
Q2 		$937K Sell
11,335
-1,006
-8% -$79K 0.09% 251
2017
Q1 		$978K Sell
12,341
-744
-6% -$59.9K 0.09% 242
2016
Q4 		$1.13M Sell
13,085
-494
-4% -$41.1K 0.12% 196
2016
Q3 		$1.09M Buy
13,579
+1,965
+17% +$153K 0.13% 186
2016
Q2 		$922K Sell
11,614
-2,034
-15% -$166K 0.12% 191
2016
Q1 		$1.18M Buy
13,648
+2,354
+21% +$191K 0.16% 146
2015
Q4 		$924K Sell
11,294
-1,892
-14% -$163K 0.13% 190
2015
Q3 		$1.01M Sell
13,186
-420
-3% -$33.4K 0.16% 155
2015
Q2 		$1.1M Buy
13,606
+134
+1% +$10.7K 0.15% 164
2015
Q1 		$1.06M Sell
13,472
-760
-5% -$55.8K 0.14% 179
2014
Q4 		$1.02M Buy
+14,232
New +$1.05M 0.13% 178

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 Planning Corp's PSX Position: Q2 2026 in Review

Sigma Planning Corp increased its Phillips 66 (PSX) stake by 0.46% in Q2 2026, buying an estimated $6.89K and bringing the position to 8,813 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #457.

Sigma Planning Corp first reported a position in PSX in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.23M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sigma Planning Corp held 8,813 shares of Phillips 66 worth $1.49M as of Q2 2026.
  • Sigma Planning Corp bought 40 Phillips 66 shares in Q2 2026, an estimated $6.89K.
  • Phillips 66 made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #457 holding.
  • Sigma Planning Corp first reported a position in Phillips 66 in Q4 2014 and has held it in 47 quarters since.
  • Sigma Planning Corp's Phillips 66 position peaked at $2.23M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.