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Imprint Wealth LLC

SEC CIK
0001972653
Latest filing
Aug 14, 2026

PSX holding history

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

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q1 2024)
9,080
Value
$1.48M
% of portfolio
0.4%
Quarters held
5
Since Q1 2023
Holdings of PSX by Imprint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2024––––Not filedHolders
Q1 20249,080$1.48M0.4%+129+1.4%AddedHolders
Q4 20238,951$1.19M1.0%+27+0.3%AddedHolders
Q3 20238,924$1.07M0.9%+2,431+37.4%AddedHolders
Q2 20236,493$619.3K0.4%00.0%UnchangedHolders
Q1 20236,493$658.3K0.4%–No prior filingHolders