Acima Private Wealth’s Phillips 66 PSX Stock Holding History

Acima Private Wealth’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	$84.5K	Hold	500	–	–	0.02%	130
2026 Q1	$91.1K	Hold	500	–	–	0.03%	128
2025 Q4	$64.5K	Hold	500	–	–	0.02%	135
2025 Q3	$68K	Hold	500	–	–	0.02%	139
2025 Q2	$59.6K	Hold	500	–	–	0.02%	145
2025 Q1	$61.7K	Hold	500	–	–	0.02%	146
2024 Q4	$57K	Hold	500	–	–	0.02%	151
2024 Q3	$65.7K	Hold	500	–	–	0.02%	148
2024 Q2	$70.6K	Hold	500	–	–	0.03%	143
2024 Q1	$81.7K	Hold	500	–	–	0.03%	144
2023 Q4	$66.6K	Sell	500 -2,000	-80%	-$239K	0.03%	152
2023 Q3	$300K	Hold	2,500	–	–	0.13%	107
2023 Q2	$238K	Hold	2,500	–	–	0.11%	121
2023 Q1	$253K	Hold	2,500	–	–	0.12%	113
2022 Q4	$260K	Hold	2,500	–	–	0.13%	113
2022 Q3	$202K	Hold	2,500	–	–	0.1%	115
2022 Q2	$205K	Hold	2,500	–	–	0.1%	116
2022 Q1	$216K	Hold	2,500	–	–	0.1%	121
2021 Q4	$181K	Hold	2,500	–	–	0.08%	133
2021 Q3	$175K	Sell	2,500 -100	-4%	-$7.24K	0.08%	130
2021 Q2	$223K	Hold	2,600	–	–	0.1%	119
2021 Q1	$212K	Hold	2,600	–	–	0.1%	117
2020 Q4	$182K	Hold	2,600	–	–	0.09%	123
2020 Q3	$135K	Sell	2,600 -13	-0.5%	-$793	0.08%	126
2020 Q2	$188K	Sell	2,613 -1,030	-28%	-$72.9K	0.12%	121
2020 Q1	$195K	Hold	3,643	–	–	0.15%	112
2019 Q4	$406K	Buy	3,643 +100	+3%	+$11.2K	0.28%	86
2019 Q3	$362K	Hold	3,543	–	–	0.28%	85
2019 Q2	$331K	Hold	3,543	–	–	0.26%	86
2019 Q1	$337K	Hold	3,543	–	–	0.29%	80
2018 Q4	$305K	Buy	+3,543	New	+$346K	0.3%	79

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acima Private Wealth's PSX Position: Q2 2026 in Review

Acima Private Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 500 shares worth $84.5K. The position accounts for 0.02% of the portfolio, ranked #130.

Acima Private Wealth first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $406K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Acima Private Wealth held 500 shares of Phillips 66 worth $84.5K as of Q2 2026.
Acima Private Wealth left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Acima Private Wealth's portfolio in Q2 2026, its #130 holding.
Acima Private Wealth first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's Phillips 66 position peaked at $406K in Q4 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.