Position in PSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$84,525
-$6,565 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,830
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ACIMA PRIVATE WEALTH, LLC holds $84,525 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
500 | $84,525 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,525 | 500 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $91,090 | 500 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $64,520 | 500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $68,010 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $59,650 | 500 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $61,740 | 500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,965 | 500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $65,725 | 500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,585 | 500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $81,670 | 500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $66,570 | 500 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $300,375 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $238,450 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $253,450 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $260,200 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $201,800 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $204,975 | 2,500 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $215,975 | 2,500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $181,150 | 2,500 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $175,075 | 2,500 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $223,132 | 2,600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $212,004 | 2,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $181,844 | 2,600 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $134,784 | 2,600 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $187,874 | 2,613 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $195,446 | 3,643 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||