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Mader & Shannon Wealth Management, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mader & Shannon Wealth Management, Inc. on PSX, newest first. How the timeline and the estimate are built.

Mader & Shannon Wealth Management, Inc. held 24,917 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,917 shares
    Change vs previous 13F +488 shares

    1.97% of the 13F portfolio, value $4,212,219.

    13F-HR 0001535862-26-000005 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,429 shares
    Change vs previous 13F +3,768 shares

    2.06% of the 13F portfolio, value $4,450,475.

    13F-HR 0001535862-26-000003 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,661 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $2,810,309.

    13F-HR 0001535862-26-000002 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,661 shares
    Change vs previous 13F +348 shares

    1.38% of the 13F portfolio, value $2,810,309.

    13F-HR 0001535862-25-000006 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,313 shares
    Change vs previous 13F +94 shares

    1.32% of the 13F portfolio, value $2,423,341.

    13F-HR 0001535862-25-000005 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,219 shares
    Change vs previous 13F -10,010 shares

    1.42% of the 13F portfolio, value $2,496,642.

    13F-HR 0001535862-25-000002 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,229 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,443,990.

    13F-HR 0001535862-25-000001 filed by Mader & Shannon Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).