A detailed history of Acima Private Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Acima Private Wealth, LLC holds 500 shares of PSX stock, worth $71,105. This represents 0.03% of its overall portfolio holdings.

Number of Shares
500
Previous 500 -0.0%
Holding current value
$71,105
Previous $66.6 Million 22.68%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024

SELL
$109.19 - $135.72 $218,380 - $271,440
-2,000 Reduced 80.0%
500 $66.6 Million
Q3 2021

Nov 09, 2021

SELL
$64.27 - $87.9 $6,427 - $8,790
-100 Reduced 3.85%
2,500 $175,000
Q3 2020

May 14, 2021

SELL
$51.84 - $69.11 $673 - $898
-13 Reduced 0.5%
2,600 $135,000
Q2 2020

May 14, 2021

SELL
$49.51 - $89.73 $50,995 - $92,421
-1,030 Reduced 28.27%
2,613 $188,000
Q4 2019

Jan 24, 2020

BUY
$98.24 - $119.7 $9,824 - $11,970
100 Added 2.82%
3,643 $406,000
Q1 2019

May 06, 2019

BUY
$86.9 - $98.89 $307,886 - $350,367
3,543 New
3,543 $337,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $68.4B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
Track This Portfolio

Track Acima Private Wealth, LLC Portfolio

Follow Acima Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acima Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acima Private Wealth, LLC with notifications on news.