Acima Private Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Hold |
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|
2025
Q2 | $59.6K | Hold |
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|
2025
Q1 | $61.7K | Hold |
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|
2024
Q4 | $57K | Hold |
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|
2024
Q3 | $65.7K | Hold |
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|
2024
Q2 | $70.6K | Hold |
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|
2024
Q1 | $81.7K | Hold |
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|
2023
Q4 | $66.6K | Sell |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $181K | Hold |
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|
2021
Q3 | $175K | Sell |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $182K | Hold |
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|
2020
Q3 | $135K | Sell |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $362K | Hold |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $337K | Hold |
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|
2018
Q4 | $305K | Buy |
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