SEC 13F Intelligence

Mcdonald Partners LLC / PSX

Mcdonald Partners LLC’s Phillips 66 Position

Does Mcdonald Partners LLC own Phillips 66 (PSX)? Yes — 45.1K shares worth $8M (+1.94% of its 13F portfolio) as of Q1 2026, up from 18.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
45.1K
% of Portfolio
+1.94%
Quarters Held
21
currently held

Position History PSX

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $3MQ3 ’25Q4 ’25: $2MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.1K$8M+1.94%
Q4 202518.1K$2M+0.73%
Q3 202521.9K$3M+0.89%
Q2 202532.1K$4M+0.92%
Q1 202532.3K$4M+1.04%
Q4 202432.5K$4M+0.95%
Q3 202431.6K$4M+1.04%
Q2 202432.1K$5M+1.21%
Q1 202431.8K$5M+1.43%
Q4 202333.0K$4M+1.30%
Q3 202333.3K$4M+1.30%
Q2 202333.0K$3M+0.96%
Q1 202333.1K$3M+1.09%
Q4 202233.7K$4M+1.20%
Q3 202233.6K$3M+1.04%
Q2 202234.8K$3M+0.73%
Q1 202235.9K$3M+0.68%
Q3 202136.7K$3M+0.60%
Q2 202136.7K$3M+0.58%
Q1 202136.3K$3M+0.59%
Q4 202035.2K$2M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of PSX.