Mader & Shannon Wealth Management, Inc. PSX Holdings History
Mader & Shannon Wealth Management, Inc.'s Phillips 66 Holding Summary
As of 2025-03-31, Mader & Shannon Wealth Management, Inc. held 20,219.00 shares of Phillips 66(PSX), totaling $2.50 Mil. This investment constitutes 1.42% of their stock portfolio, and Mader & Shannon Wealth Management, Inc. now holds 0% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2014Q2. And since then Mader & Shannon Wealth Management, Inc. has made 2 purchases of PSX, at an average price of $87.87, for a total of 148,041.00 shares. In addition, there have been 4 sales at an average price of $84.62 for 127,822.00 shares. Based on historical transaction data and PSX's current price of $127.29, Mader & Shannon Wealth Management, Inc.'s estimated gain on his PSX holdings is $380,849.75, reflecting a 2.93% gain to date.
Mader & Shannon Wealth Management, Inc. PSX ($127.29) Holding Chart
Mader & Shannon Wealth Management, Inc. PSX ($127.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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