McDaniel Terry & Co
- SEC CIK
- 0001104366
- Latest filing
- Jul 30, 2026
PSX holding history
Phillips 66 in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSX overviewAll 13F holders of PSXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,730
- Value
- $461.5K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,730 | $461.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 2,730 | $497.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,730 | $352.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,730 | $371.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,730 | $325.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,730 | $337.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,730 | $311.0K | <0.1% | −438−13.8% | Reduced | Holders |
| Q3 2024 | 3,168 | $416.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,168 | $447.0K | <0.1% | −99−3.0% | Reduced | Holders |
| Q1 2024 | 3,267 | $534.0K | <0.1% | +99+3.1% | Added | Holders |
| Q4 2023 | 3,168 | $422.0K | <0.1% | +3,168 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −3,688−100.0% | Sold out | Holders |
| Q4 2021 | 3,688 | $267.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,688 | $258.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,688 | $317.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 3,688 | $301.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.