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MASTER'S WEALTH MANAGEMENT INC.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASTER'S WEALTH MANAGEMENT INC. on PSX, newest first. How the timeline and the estimate are built.

MASTER'S WEALTH MANAGEMENT INC. held 3,682 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,682 shares
    Change vs previous 13F +137 shares

    0.19% of the 13F portfolio, value $622,474.

    13F-HR 0001951757-26-001168 filed by MASTER'S 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 3,545 shares
    Change vs previous 13F +299 shares

    0.22% of the 13F portfolio, value $645,870.

    13F-HR 0001951757-26-000716 filed by MASTER'S 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 3,246 shares
    Change vs previous 13F +425 shares

    0.15% of the 13F portfolio, value $418,896.

    13F-HR 0001951757-26-000264 filed by MASTER'S 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 2,821 shares
    Change vs previous 13F -570 shares

    0.17% of the 13F portfolio, value $383,742.

    13F-HR 0001951757-25-001261 filed by MASTER'S 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 3,391 shares
    Change vs previous 13F +981 shares

    0.19% of the 13F portfolio, value $404,605.

    13F-HR 0001951757-25-000985 filed by MASTER'S 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 2,410 shares
    Change vs previous 13F +22 shares

    0.16% of the 13F portfolio, value $297,620.

    13F-HR 0001951757-25-000443 filed by MASTER'S 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 2,388 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $272,029.

    13F-HR 0001951757-25-000258 filed by MASTER'S WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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