Skip to content
Disclosery

Marion Wealth Management: PSX position timeline

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

Marion Wealth Management held 13,302 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,302 shares
    Change vs previous 13F -423 shares

    0.46% of the 13F portfolio, value $2,248,759.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    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 13,725 shares
    Change vs previous 13F -734 shares

    0.55% of the 13F portfolio, value $2,500,390.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    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 14,459 shares
    Change vs previous 13F +287 shares

    0.45% of the 13F portfolio, value $2,046,559.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    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 14,172 shares
    Change vs previous 13F +31 shares

    0.46% of the 13F portfolio, value $1,927,618.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    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 14,141 shares
    Change vs previous 13F +507 shares

    0.42% of the 13F portfolio, value $1,687,009.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    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 13,634 shares
    Change vs previous 13F +379 shares

    0.45% of the 13F portfolio, value $1,683,540.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    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 13,255 shares
    Change vs previous 13F +353 shares

    0.4% of the 13F portfolio, value $1,510,190.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,902 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,695,903.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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