Phillips 66 shares owned by Acima Private Wealth
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Acima Private Wealth
from 13F filings
Historical chart of Acima Private Wealth investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Acima Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $68k | 500 | 136.02 |
| 2025-06-30 | $60k | 500 | 119.30 |
| 2025-03-31 | $62k | 500 | 123.48 |
| 2024-12-31 | $57k | 500 | 113.93 |
| 2024-09-30 | $66k | 500 | 131.45 |
| 2024-06-30 | $71k | 500 | 141.17 |
| 2024-03-31 | $82k | 500 | 163.34 |
| 2023-12-31 | $67k | 500 | 133.14 |
| 2023-09-30 | $300k | 2.5k | 120.15 |
| 2023-06-30 | $239k | 2.5k | 95.38 |
| 2023-03-31 | $254k | 2.5k | 101.38 |
| 2022-12-31 | $260k | 2.5k | 104.08 |
| 2022-09-30 | $202k | 2.5k | 80.72 |
| 2022-06-30 | $205k | 2.5k | 81.99 |
| 2022-03-31 | $216k | 2.5k | 86.40 |
| 2021-12-31 | $181k | 2.5k | 72.40 |
| 2021-09-30 | $175k | 2.5k | 70.00 |
| 2021-06-30 | $223k | 2.6k | 85.77 |
| 2021-03-31 | $212k | 2.6k | 81.54 |
| 2020-12-31 | $182k | 2.6k | 70.00 |
| 2020-09-30 | $135k | 2.6k | 51.92 |
| 2020-06-30 | $188k | 2.6k | 71.95 |
| 2020-03-31 | $195k | 3.6k | 53.53 |
| 2019-12-31 | $406k | 3.6k | 111.45 |
| 2019-09-30 | $362k | 3.5k | 102.17 |
| 2019-06-30 | $331k | 3.5k | 93.42 |
| 2019-03-31 | $337k | 3.5k | 95.12 |
| 2018-12-31 | $305k | 3.5k | 86.09 |