Sigma Planning Corp

Position in PSX — Phillips 66

CIK 1449126 ANN ARBOR, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,489,837

-$108,428 QoQ

Shares Held

8,813

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#744

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sigma Planning Corp holds $6,282,858 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	8,242	$2,107,232
2	VLO	Valero Energy Corp/Tx	7,142	$1,860,062
3	PSX	Phillips 66 This page	8,813	$1,489,837
4	SUN	Sunoco LP	12,233	$825,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,489,837	8,813	+0.5%	Shares	Sole	2026-08-07
2026-03-31	$1,598,265	8,773	-11.9%	Shares	Sole	2026-05-04
2025-12-31	$1,284,980	9,958	+3.1%	Shares	Sole	2026-01-30
2025-09-30	$1,313,817	9,659	-9.6%	Shares	Sole	2025-11-10
2025-06-30	$1,274,004	10,679	-13.0%	Shares	Sole	2025-08-05
2025-03-31	$1,515,593	12,274	-3.0%	Shares	Sole	2025-05-02
2024-12-31	$1,441,100	12,649	-4.4%	Shares	Sole	2025-02-03
2024-09-30	$1,738,557	13,226	+2.6%	Shares	Sole	2024-11-04
2024-06-30	$1,819,116	12,886	-5.7%	Shares	Sole	2024-08-06
2024-03-31	$2,231,714	13,663	+105.6%	Shares	Sole	2024-05-02
2023-12-31	$884,715	6,645	-52.2%	Shares	Sole	2024-02-01
2023-09-30	$1,669,003	13,891	+4.0%	Shares	Sole	2023-11-06
2023-06-30	$1,273,895	13,356	-28.6%	Shares	Sole	2023-08-02
2023-03-31	$1,896,110	18,703	+0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,946,296	18,700	+15.6%	Shares	Sole	2023-01-24
2022-09-30	$1,305,403	16,172	-2.6%	Shares	Sole	2022-11-10
2022-06-30	$1,361,279	16,603	+36.5%	Shares	Sole	2022-08-11
2022-03-31	$1,051,020	12,166	+3.2%	Shares	Sole	2022-04-20
2021-12-31	$854,375	11,791	-0.2%	Shares	Sole	2022-02-02
2021-09-30	$827,194	11,812	-9.2%	Shares	Sole	2021-10-28
2021-06-30	$1,116,861	13,014	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$1,081,872	13,268	+8.8%	Shares	Sole	2021-05-06
2020-12-31	$853,268	12,200	+4.0%	Shares	Sole	2021-02-09
2020-09-30	$608,238	11,733	-6.7%	Shares	Sole	2020-11-03
2020-06-30	$903,711	12,569	-27.5%	Shares	Sole	2020-07-31
2020-03-31	$930,398	17,342	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.