SIGMA INVESTMENT COUNSELORS INC

Position in PSX — Phillips 66

CIK 1085163 NORTHVILLE, MI

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$201,845

-$12,216 QoQ

Shares Held

1,194

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,729

of 2,096 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $872,269 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,627	$415,975
2	VLO	Valero Energy Corp/Tx	977	$254,449
3	PSX	Phillips 66 This page	1,194	$201,845

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,845	1,194	+1.6%	Shares	Sole	2026-07-28
2026-03-31	$214,061	1,175	-8.2%	Shares	Sole	2026-04-29
2024-03-31	$209,075	1,280	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.