MCDANIEL TERRY & CO

Position in PSX — Phillips 66

CIK 1104366 AUSTIN, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$461,506

-$35,845 QoQ

Shares Held

2,730

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,223

of 2,091 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

MCDANIEL TERRY & CO holds $461,506 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	2,730	$461,506

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,506	2,730	0.0%	Shares	Sole	2026-07-30
2026-03-31	$497,351	2,730	0.0%	Shares	Sole	2026-05-05
2025-12-31	$352,279	2,730	0.0%	Shares	Sole	2026-02-10
2025-09-30	$371,334	2,730	0.0%	Shares	Sole	2025-10-22
2025-06-30	$325,689	2,730	0.0%	Shares	Sole	2025-07-31
2025-03-31	$337,100	2,730	0.0%	Shares	Sole	2025-04-24
2024-12-31	$311,028	2,730	-13.8%	Shares	Sole	2025-02-03
2024-09-30	$416,433	3,168	0.0%	Shares	Sole	2024-10-23
2024-06-30	$447,226	3,168	-3.0%	Shares	Sole	2024-08-05
2024-03-31	$533,631	3,267	+3.1%	Shares	Sole	2024-04-29
2023-12-31	$421,787	3,168	-14.1%	Shares	Sole	2024-01-24
2021-12-31	$267,232	3,688	0.0%	Shares	Sole	2022-01-20
2021-09-30	$258,270	3,688	0.0%	Shares	Sole	2021-12-06
2021-06-30	$316,504	3,688	0.0%	Shares	Sole	2021-08-11
2021-03-31	$300,719	3,688	0.0%	Shares	Sole	2021-05-17
2020-12-31	$257,938	3,688	0.0%	Shares	Sole	2021-02-12
2020-06-30	$265,167	3,688	-40.4%	Shares	Sole	2020-08-13
2020-03-31	$331,986	6,188	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.