Acima Private Wealth, LLC

SEC CIK: 0001761961
Latest filing: Oct 5, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Acima Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q3 2026 holdings

Shares (Q3 2026): 500
Value: $127.7K
% of portfolio: <0.1%
Quarters held: 23; Since Q1 2021

Holdings of PSX by Acima Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	500	$127.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2026	500	$84.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	500	$91.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	500	$64.5K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	500	$68.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	500	$59.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	500	$61.7K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	500	$57.0K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	500	$65.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	500	$70.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	500	$81.7K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	500	$66.6K	<0.1%	−2,000−80.0%	Reduced	Holders
Q3 2023	2,500	$300.4K	0.1%	00.0%	Unchanged	Holders
Q2 2023	2,500	$238.4K	0.1%	00.0%	Unchanged	Holders
Q1 2023	2,500	$253.4K	0.1%	00.0%	Unchanged	Holders
Q4 2022	2,500	$260.2K	0.1%	00.0%	Unchanged	Holders
Q3 2022	2,500	$201.8K	0.1%	00.0%	Unchanged	Holders
Q2 2022	2,500	$205.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	2,500	$216.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	2,500	$181.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	2,500	$175.0K	0.1%	−100−3.8%	Reduced	Holders
Q2 2021	2,600	$223.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	2,600	$212.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.