Skip to content
Disclosery

Mattern Wealth Management LLC: PSX position timeline

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

Mattern Wealth Management LLC held 15,103 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,103 shares
    Change vs previous 13F -50 shares

    0.42% of the 13F portfolio, value $2,553,139.

    13F-HR 0001725547-26-000247 filed by Mattern Wealth Management LLC
    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 15,153 shares
    Change vs previous 13F +24 shares

    0.54% of the 13F portfolio, value $2,760,549.

    13F-HR 0001725547-26-000157 filed by Mattern Wealth Management LLC
    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 15,129 shares
    Change vs previous 13F -269 shares

    0.38% of the 13F portfolio, value $1,952,186.

    13F-HR 0001725547-26-000031 filed by Mattern Wealth Management LLC
    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 15,398 shares
    Change vs previous 13F -383 shares

    0.42% of the 13F portfolio, value $2,094,488.

    13F-HR 0001725547-25-004127 filed by Mattern Wealth Management LLC
    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 15,781 shares
    Change vs previous 13F -2,630 shares

    0.39% of the 13F portfolio, value $1,882,668.

    13F-HR 0001725547-25-003471 filed by Mattern Wealth Management LLC
    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 18,411 shares
    Change vs previous 13F -1,577 shares

    0.5% of the 13F portfolio, value $2,273,339.

    13F-HR 0001725547-25-001445 filed by Mattern Wealth Management LLC
    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 19,988 shares
    Change vs previous 13F -919 shares

    0.5% of the 13F portfolio, value $2,277,182.

    13F-HR 0001725547-25-000150 filed by Mattern Wealth Management LLC
    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 20,907 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,748,266.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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