13F Filings History of PENN DAVIS MCFARLAND INC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$1,043,824,190
Signature - Title
Robert E Felty - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by PENN DAVIS MCFARLAND INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PENN DAVIS MCFARLAND INC reported 75 stock holdings with total value $1,043,824,190 as of Q4 2025. Top holdings included GOOG, NVDA, GOOGL, AAPL, and KMI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 75 $1,043,824,190 +$43,278,701 -$20,385,649 +$22,893,052 GOOG, NVDA, GOOGL, AAPL, KMI 13F-HR 16 Jan 2026, 10:49
Q3 2025 76 $967,649,242 +$22,628,382 -$16,543,271 +$6,085,111 GOOG, NVDA, KMI, UNH, AAPL 13F-HR 21 Oct 2025, 15:41
Q2 2025 76 $887,850,643 +$24,766,206 -$16,230,789 +$8,535,417 GOOG, NVDA, KMI, PYPL, UNH 13F-HR 15 Jul 2025, 15:46
Q1 2025 75 $845,377,546 +$8,863,035 -$54,754,608 -$45,891,573 GOOG, NVDA, KMI, AAPL, EPD 13F-HR 23 Apr 2025, 10:36
Q4 2024 81 $918,781,837 +$20,463,558 -$7,296,807 +$13,166,751 GOOG, NVDA, PYPL, KMI, AAPL 13F-HR 16 Jan 2025, 12:37
Q3 2024 77 $889,119,618 +$244,807,179 -$41,842,174 +$202,965,005 GOOG, NVDA, PYPL, AAPL, KMI 13F-HR 18 Oct 2024, 12:40
Q2 2024 45 $647,229,039 +$3,529,019 -$12,772,532 -$9,243,513 GOOG, QCOM, SHEL, AAPL, EPD 13F-HR 19 Jul 2024, 15:25
Q1 2024 47 $644,706,172 +$38,018,120 -$18,872,871 +$19,145,249 GOOG, PYPL, EPD, SHEL, QCOM 13F-HR 25 Apr 2024, 10:31
Q4 2023 46 $587,783,941 +$11,473,573 -$44,398,875 -$32,925,302 GOOG, AAPL, SHEL, EPD, QCOM 13F-HR 19 Jan 2024, 12:57
Q3 2023 46 $570,782,371 +$44,975,573 -$21,001,200 +$23,974,373 GOOG, SHEL, AAPL, EPD, ATVI 13F-HR 19 Oct 2023, 15:32
Q2 2023 44 $561,500,224 +$25,597,740 -$21,667,977 +$3,929,763 GOOG, AAPL, SHEL, EPD, KMI 13F-HR 18 Jul 2023, 15:57
Q1 2023 43 $544,974,250 +$11,396,172 -$4,805,001 +$6,591,171 GOOG, AAPL, SHEL, EPD, KMI 13F-HR 21 Apr 2023, 15:53
Q4 2022 43 $510,159,000 +$3,843,608 -$23,302,654 -$19,459,046 GOOG, SHEL, EPD, KMI, UNH Restatement 24 Jan 2023, 15:52
Q3 2022 43 $498,645,000 +$71,114,658 -$17,815,605 +$53,299,053 GOOG, AAPL, EPD, SHEL, UNH 13F-HR 21 Oct 2022, 15:14
Q2 2022 45 $531,800,000 +$1,561,826 -$7,824,166 -$6,262,340 GOOG, BMY, AAPL, SHEL, EPD 13F-HR 15 Jul 2022, 12:13
Q1 2022 45 $622,656,000 +$75,729,512 -$54,070,197 +$21,659,315 GOOG, AAPL, QCOM, SHEL, GOOGL 13F-HR 27 Apr 2022, 15:43
Q4 2021 45 $589,395,000 +$21,074,807 -$26,965,538 -$5,890,731 GOOG, QCOM, AAPL, GOOGL, UNH 13F-HR 20 Jan 2022, 15:57
Q3 2021 45 $547,432,000 +$10,979,133 -$21,108,608 -$10,129,475 GOOG, GOOGL, AAPL, QCOM, EPD 13F-HR 21 Oct 2021, 15:21
Q2 2021 48 $571,654,000 +$8,795,872 -$7,545,605 +$1,250,267 GOOG, QCOM, GOOGL, AAPL, EPD 13F-HR 19 Jul 2021, 14:58
Q1 2021 49 $522,395,000 +$21,826,853 -$3,636,066 +$18,190,787 GOOG, QCOM, AAPL, GOOGL, BMY 13F-HR 21 Apr 2021, 16:24
Q4 2020 45 $466,162,000 +$27,656,438 -$11,422,315 +$16,234,123 GOOG, QCOM, AAPL, BMY, GOOGL 13F-HR 22 Jan 2021, 15:08
Q3 2020 43 $384,268,000 +$28,957,395 -$2,464,846 +$26,492,549 GOOG, QCOM, AAPL, BMY, GOOGL 13F-HR 28 Oct 2020, 10:32
Q2 2020 46 $368,241,000 +$34,579,690 -$16,077,192 +$18,502,498 GOOG, QCOM, BMY, AAPL, GOOGL 13F-HR 29 Jul 2020, 15:51
Q1 2020 43 $287,935,000 +$30,294,472 -$9,163,628 +$21,130,844 GOOG, BMY, SFM, GILD, QCOM 13F-HR 20 Apr 2020, 16:16
Q4 2019 49 $337,209,000 +$27,104,819 -$34,735,557 -$7,630,738 GOOG, EPD, BMY, QCOM, KMI 13F-HR 17 Jan 2020, 11:18
Q3 2019 44 $319,677,000 +$18,514,210 -$2,909,461 +$15,604,749 GOOG, EPD, KMI, QCOM, SFM 13F-HR 25 Oct 2019, 11:55
Q2 2019 39 $295,809,000 +$11,459,486 -$11,273,285 +$186,201 EPD, GOOG, KMI, QCOM, CELG 13F-HR 16 Jul 2019, 16:11
Q1 2019 40 $289,084,000 +$11,103,800 -$16,376,349 -$5,272,549 GOOG, EPD, QCOM, KMI, CELG 13F-HR 25 Apr 2019, 15:04
Q4 2018 38 $257,403,000 +$10,368,628 -$47,736,757 -$37,368,129 GOOG, QCOM, EPD, NLSN, GOOGL 13F-HR 18 Jan 2019, 11:21
Q3 2018 44 $346,960,000 +$36,876,188 -$36,795,528 +$80,660 QCOM, GOOG, EPD, NLSN, KMI 13F-HR 24 Oct 2018, 15:32
Q2 2018 48 $325,127,000 +$9,372,778 -$27,354,715 -$17,981,937 GOOG, EPD, QCOM, GOOGL, KMI 13F-HR 20 Jul 2018, 11:48
Q1 2018 32 $327,253,000 +$11,343,603 -$9,230,368 +$2,113,235 GOOG, EPD, QCOM, MON, AAPL 13F-HR 26 Apr 2018, 14:47
Q4 2017 31 $341,352,000 +$11,507,111 -$4,405,251 +$7,101,860 QCOM, GOOG, EPD, AAPL, MON 13F-HR 18 Jan 2018, 15:45
Q3 2017 29 $323,026,000 +$113,400 -$30,279,425 -$30,166,025 GOOG, EPD, QCOM, AAPL, MON 13F-HR 19 Oct 2017, 15:29
Q2 2017 33 $337,115,000 +$4,913,267 -$7,495,721 -$2,582,454 EPD, AAPL, QCOM, GOOG, MON 13F-HR 21 Jul 2017, 10:49
Q1 2017 40 $343,105,000 +$17,538,928 -$53,316,790 -$35,777,862 EPD, AAPL, QCOM, GOOG, KMI 13F-HR 20 Apr 2017, 14:50
Q4 2016 38 $364,316,000 +$10,134,701 -$24,846,752 -$14,712,051 QCOM, EPD, AAPL, GOOG, KMI 13F-HR 24 Jan 2017, 11:52
Q3 2016 39 $390,429,000 +$25,352,751 -$31,951,131 -$6,598,380 QCOM, EPD, KMI, AAPL, GOOG 13F-HR 20 Oct 2016, 16:40
Q2 2016 36 $376,203,000 +$22,370,846 -$32,880,345 -$10,509,499 EPD, QCOM, GOOG, AAPL, KMI 13F-HR 15 Jul 2016, 13:12
Q1 2016 33 $381,400,000 +$28,923,341 -$54,421,130 -$25,497,789 EPD, QCOM, AAPL, GOOG, KMI 13F-HR 27 Apr 2016, 15:32
Q4 2015 32 $398,238,000 +$72,705,903 -$68,426,715 +$4,279,188 EPD, QCOM, GOOG, AAPL, MON 13F-HR 25 Jan 2016, 14:59
Q3 2015 31 $380,060,000 +$48,027,384 -$29,742,569 +$18,284,815 QCOM, EPD, AAPL, ET, GOOG 13F-HR 20 Oct 2015, 16:12
Q2 2015 33 $429,326,000 +$12,786,775 -$42,610,210 -$29,823,435 QCOM, ET, EPD, AAPL, CHKP Restatement 17 Jul 2015, 12:03
Q1 2015 33 $472,794,000 +$37,113,450 -$23,218,120 +$13,895,330 QCOM, ET, EPD, AAPL, CHKP Restatement 17 Jul 2015, 11:45
Q4 2014 31 $448,020,000 +$36,301,014 -$37,746,941 -$1,445,927 QCOM, ET, EPD, AAPL, CHKP 13F-HR 28 Jan 2015, 15:56
Q3 2014 30 $438,428,000 +$60,061,294 -$45,774,396 +$14,286,898 QCOM, ET, EPD, AAPL, CHKP 13F-HR 28 Oct 2014, 15:06
Q2 2014 29 $510,635,000 +$178,007,322 -$109,054,965 +$68,952,357 QCOM, ET, EPD, AAPL, APA Restatement 16 Jul 2014, 17:08
Q1 2014 27 $471,245,000 +$66,486,114 -$8,440,198 +$58,045,916 QCOM, ET, EPD, GOOGL, AAPL 13F-HR 16 Apr 2014, 15:58
Q4 2013 26 $416,591,000 $0 $0 $0 QCOM, EPD, ET, GOOGL, AAPL 13F-HR 10 Feb 2014, 16:15