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MCDONALD PARTNERS LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDONALD PARTNERS LLC on PSX, newest first. How the timeline and the estimate are built.

MCDONALD PARTNERS LLC held 18,065 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,065 shares
    Change vs previous 13F -27,025 shares

    0.74% of the 13F portfolio, value $3,053,890.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,090 shares
    Change vs previous 13F +27,026 shares

    1.94% of the 13F portfolio, value $8,214,498.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,064 shares
    Change vs previous 13F -3,879 shares

    0.73% of the 13F portfolio, value $2,331,110.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,943 shares
    Change vs previous 13F -10,130 shares

    0.89% of the 13F portfolio, value $2,984,887.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,073 shares
    Change vs previous 13F -239 shares

    0.92% of the 13F portfolio, value $3,832,565.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,312 shares
    Change vs previous 13F -174 shares

    1.04% of the 13F portfolio, value $3,997,285.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,486 shares
    Change vs previous 13F +866 shares

    0.95% of the 13F portfolio, value $3,701,179.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,620 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $4,156,564.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).