Acima Private Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | 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% | -$266K | 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% | -$7K | 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% | -$675 | 0.08% | 126 |
|
|
2020
Q2 | $188K | Sell |
2,613
-1,030
| -28% | -$74.1K | 0.12% | 121 |
|
|
2020
Q1 | $195K | Hold |
3,643
| – | – | 0.15% | 112 |
|
|
2019
Q4 | $406K | Buy |
3,643
+100
| +3% | +$11.1K | 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 | +$305K | 0.3% | 79 |
|