Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,212,218
-$238,257 QoQ
Shares Held
24,917
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#469
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Mader & Shannon Wealth Management, Inc. holds $19,382,422 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (21.7% of the industry book) .
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,212,218 | 24,917 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,450,475 | 24,429 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,666,095 | 20,661 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,810,309 | 20,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,423,340 | 20,313 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,496,642 | 20,219 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,443,989 | 30,229 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||