MCDONALD PARTNERS LLC

Position in PSX — Phillips 66

CIK 1331074 Cleveland, OH

Position in PSX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,053,888

-$5,160,608 QoQ

Shares Held

18,065

-59.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#539

of 2,093 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $5,734,899 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	18,065	$3,053,888
2	MPC	Marathon Petroleum Corp	5,482	$1,401,582
3	SUN	Sunoco LP	15,100	$1,019,250
4	VLO	Valero Energy Corp/Tx	999	$260,179

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,053,888	18,065	-59.9%	Shares	Sole	2026-07-28
2026-03-31	$8,214,496	45,090	+149.6%	Shares	Sole	2026-05-15
2025-12-31	$2,330,978	18,064	-17.7%	Shares	Sole	2026-02-02
2025-09-30	$2,984,686	21,943	-31.6%	Shares	Sole	2025-11-12
2025-06-30	$3,826,308	32,073	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$3,989,885	32,312	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$3,701,129	32,486	+2.7%	Shares	Sole	2025-01-31
2024-09-30	$4,156,449	31,620	-1.5%	Shares	Sole	2024-10-15
2024-06-30	$4,529,580	32,086	+0.8%	Shares	Sole	2024-07-17
2024-03-31	$5,199,438	31,832	-3.5%	Shares	Sole	2024-04-15
2023-12-31	$4,393,353	32,998	-0.8%	Shares	Sole	2024-02-12
2023-09-30	$3,996,549	33,263	+0.8%	Shares	Sole	2023-10-30
2023-06-30	$3,146,013	32,984	-0.5%	Shares	Sole	2023-07-17
2023-03-31	$3,359,834	33,141	-1.7%	Shares	Sole	2023-04-19
2022-12-31	$3,510,202	33,726	+0.3%	Shares	Sole	2023-01-18
2022-09-30	$2,714,936	33,634	-3.3%	Shares	Sole	2022-10-21
2022-06-30	$2,850,710	34,769	-3.1%	Shares	Sole	2022-07-25
2022-03-31	$3,100,623	35,891	-2.1%	Shares	Sole	2022-04-29
2021-09-30	$2,567,930	36,669	+2.8%	Shares	Sole	2021-11-24
2021-06-30	$3,061,714	35,676	+1.1%	Shares	Sole	2021-11-24
2021-03-31	$2,877,301	35,287	+0.2%	Shares	Sole	2021-11-24
2020-12-31	$2,463,706	35,226	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.