McDaniel Terry & Co’s Phillips 66 PSX Stock Holding History

McDaniel Terry & Co’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 Q1	$497K	Hold	2,730	–	–	0.04%	65
2025 Q4	$352K	Hold	2,730	–	–	0.03%	67
2025 Q3	$371K	Hold	2,730	–	–	0.03%	77
2025 Q2	$326K	Hold	2,730	–	–	0.03%	79
2025 Q1	$337K	Hold	2,730	–	–	0.03%	81
2024 Q4	$311K	Sell	2,730 -438	-14%	-$55.7K	0.03%	84
2024 Q3	$416K	Hold	3,168	–	–	0.03%	72
2024 Q2	$447K	Sell	3,168 -99	-3%	-$14.7K	0.04%	67
2024 Q1	$534K	Buy	3,267 +99	+3%	+$14.3K	0.05%	66
2023 Q4	$422K	Buy	+3,168	New	+$379K	0.04%	66
2022 Q1	–	Sell	-3,688	Closed	-$267K	–	107
2021 Q4	$267K	Hold	3,688	–	–	0.03%	89
2021 Q3	$258K	Hold	3,688	–	–	0.03%	75
2021 Q2	$317K	Hold	3,688	–	–	0.04%	70
2021 Q1	$301K	Hold	3,688	–	–	0.04%	69
2020 Q4	$258K	Buy	+3,688	New	+$216K	0.03%	74
2020 Q3	–	Sell	-3,688	Closed	-$265K	–	83
2020 Q2	$265K	Sell	3,688 -2,500	-40%	-$177K	0.04%	68
2020 Q1	$332K	Buy	6,188 +107	+2%	+$8.71K	0.06%	55
2019 Q4	$677K	Hold	6,081	–	–	0.1%	42
2019 Q3	$623K	Hold	6,081	–	–	0.1%	42
2019 Q2	$569K	Buy	6,081 +326	+6%	+$29.3K	0.09%	42
2019 Q1	$548K	Buy	5,755 +2,713	+89%	+$258K	0.09%	41
2018 Q4	$262K	Hold	3,042	–	–	0.05%	52
2018 Q3	$343K	Hold	3,042	–	–	0.06%	52
2018 Q2	$342K	Hold	3,042	–	–	0.06%	48
2018 Q1	$292K	Buy	3,042 +199	+7%	+$19.4K	0.05%	50
2017 Q4	$288K	Hold	2,843	–	–	0.05%	51
2017 Q3	$260K	Hold	2,843	–	–	0.05%	53
2017 Q2	$235K	Hold	2,843	–	–	0.05%	54
2017 Q1	$225K	Sell	2,843 -500	-15%	-$40.3K	0.04%	59
2016 Q4	$289K	Buy	3,343 +500	+18%	+$41.6K	0.06%	52
2016 Q3	$229K	Hold	2,843	–	–	0.05%	56
2016 Q2	$226K	Hold	2,843	–	–	0.05%	60
2016 Q1	$246K	Hold	2,843	–	–	0.06%	41
2015 Q4	$233K	Hold	2,843	–	–	0.06%	42
2015 Q3	$218K	Sell	2,843 -60	-2%	-$4.77K	0.06%	42
2015 Q2	$234K	Hold	2,903	–	–	0.06%	42
2015 Q1	$228K	Hold	2,903	–	–	0.06%	45
2014 Q4	$208K	Buy	2,903 +60	+2%	+$4.43K	0.05%	48
2014 Q3	$231K	Hold	2,843	–	–	0.06%	46
2014 Q2	$229K	Hold	2,843	–	–	0.05%	46
2014 Q1	$219K	Hold	2,843	–	–	0.06%	47
2013 Q4	$219K	Buy	+2,843	New	+$190K	0.06%	47

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McDaniel Terry & Co's PSX Position: Q1 2026 in Review

McDaniel Terry & Co held its Phillips 66 (PSX) position steady in Q1 2026 at 2,730 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #65.

McDaniel Terry & Co first reported a position in PSX in Q4 2013 and has held it in 42 quarters since. The position peaked at $677K in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

McDaniel Terry & Co held 2,730 shares of Phillips 66 worth $497K as of Q1 2026.
McDaniel Terry & Co left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.04% of McDaniel Terry & Co's portfolio in Q1 2026, its #65 holding.
McDaniel Terry & Co first reported a position in Phillips 66 in Q4 2013 and has held it in 42 quarters since.
McDaniel Terry & Co's Phillips 66 position peaked at $677K in Q4 2019.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.