Mader & Shannon Wealth Management’s Phillips 66 PSX Stock Holding History

Mader & Shannon Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.21M	Buy	24,917 +488	+2%	+$84K	1.97%	19
2026 Q1	$4.45M	Buy	24,429 +3,768	+18%	+$590K	2.06%	16
2025 Q4	$2.81M	Hold	20,661	–	–	1.38%	20
2025 Q3	$2.81M	Buy	20,661 +348	+2%	+$44.6K	1.38%	20
2025 Q2	$2.42M	Buy	20,313 +94	+0.5%	+$10.5K	1.32%	19
2025 Q1	$2.5M	Sell	20,219 -10,010	-33%	-$1.23M	1.42%	15
2024 Q4	$3.44M	Buy	+30,229	New	+$3.85M	2.13%	13
2018 Q1	–	Sell	-39,631	Closed	-$4.01M	–	20
2017 Q4	$4.01M	Buy	39,631 +1,087	+3%	+$103K	2.93%	11
2017 Q3	$3.53M	Buy	+38,544	New	+$3.26M	2.27%	14
2015 Q3	–	Sell	-59,152	Closed	-$4.76M	–	13
2015 Q2	$4.76M	Sell	59,152 -288	-0.5%	-$22.9K	5.44%	8
2015 Q1	$4.67M	Buy	+59,440	New	+$4.36M	3.13%	13
2014 Q3	–	Sell	-58,372	Closed	-$4.7M	–	25
2014 Q2	$4.7M	Buy	+58,372	New	+$4.81M	3.61%	6

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mader & Shannon Wealth Management's PSX Position: Q2 2026 in Review

Mader & Shannon Wealth Management increased its Phillips 66 (PSX) stake by 2% in Q2 2026, buying an estimated $84K and bringing the position to 24,917 shares worth $4.21M. The position accounts for 1.97% of the portfolio, ranked #19.

Mader & Shannon Wealth Management first reported a position in PSX in Q2 2014 and has held it in 12 quarters since. The position peaked at $4.76M in Q2 2015. 2,096 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Mader & Shannon Wealth Management held 24,917 shares of Phillips 66 worth $4.21M as of Q2 2026.
Mader & Shannon Wealth Management bought 488 Phillips 66 shares in Q2 2026, an estimated $84K.
Phillips 66 made up 1.97% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #19 holding.
Mader & Shannon Wealth Management first reported a position in Phillips 66 in Q2 2014 and has held it in 12 quarters since.
Mader & Shannon Wealth Management's Phillips 66 position peaked at $4.76M in Q2 2015.
2,096 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.