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 Q3	$128K	Hold	500	–	–	0.04%	121
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Acima Private Wealth's PSX Position: Q3 2026 in Review

Acima Private Wealth held its Phillips 66 (PSX) position steady in Q3 2026 at 500 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #121.

Acima Private Wealth first reported a position in PSX in Q4 2018 and has held it in 32 quarters since. The position peaked at $406K in Q4 2019. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Acima Private Wealth held 500 shares of Phillips 66 worth $128K as of Q3 2026.
Acima Private Wealth left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.04% of Acima Private Wealth's portfolio in Q3 2026, its #121 holding.
Acima Private Wealth first reported a position in Phillips 66 in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Phillips 66 position peaked at $406K in Q4 2019.
128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.