Calamos Advisors’s Phillips 66 PSX Stock Holding History

Calamos Advisors’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 Q2	$11.5M	Sell	67,875 -4,286	-6%	-$738K	0.04%	380
2026 Q1	$13.1M	Buy	72,161 +3,024	+4%	+$474K	0.05%	354
2025 Q4	$8.92M	Sell	69,137 -2,807	-4%	-$378K	0.03%	422
2025 Q3	$9.79M	Hold	71,944	–	–	0.04%	404
2025 Q2	$8.58M	Hold	71,944	–	–	0.03%	443
2025 Q1	$8.88M	Buy	71,944 +801	+1%	+$98.7K	0.04%	417
2024 Q4	$8.11M	Hold	71,143	–	–	0.03%	438
2024 Q3	$9.35M	Sell	71,143 -1,746	-2%	-$236K	0.04%	424
2024 Q2	$10.3M	Sell	72,889 -2,661	-4%	-$394K	0.05%	389
2024 Q1	$12.3M	Sell	75,550 -1,900	-2%	-$274K	0.06%	350
2023 Q4	$10.3M	Sell	77,450 -1,011	-1%	-$121K	0.05%	382
2023 Q3	$9.43M	Hold	78,461	–	–	0.05%	413
2023 Q2	$7.48M	Hold	78,461	–	–	0.04%	504
2023 Q1	$7.95M	Sell	78,461 -9,808	-11%	-$997K	0.04%	510
2022 Q4	$9.19M	Sell	88,269 -15,606	-15%	-$1.6M	0.04%	503
2022 Q3	$8.38M	Hold	103,875	–	–	0.04%	538
2022 Q2	$8.52M	Buy	103,875 +2,797	+3%	+$259K	0.04%	546
2022 Q1	$8.73M	Buy	101,078 +13,474	+15%	+$1.13M	0.03%	556
2021 Q4	$6.35M	Buy	87,604 +3,391	+4%	+$256K	0.02%	629
2021 Q3	$5.9M	Buy	84,213 +7,430	+10%	+$538K	0.03%	565
2021 Q2	$6.59M	Buy	76,783 +17,463	+29%	+$1.47M	0.03%	499
2021 Q1	$4.84M	Buy	59,320 +1,833	+3%	+$144K	0.03%	544
2020 Q4	$4.02M	Sell	57,487 -2,490	-4%	-$146K	0.02%	531
2020 Q3	$3.11M	Sell	59,977 -5,264	-8%	-$321K	0.02%	531
2020 Q2	$4.69M	Sell	65,241 -4,174	-6%	-$296K	0.03%	460
2020 Q1	$3.72M	Sell	69,415 -8,258	-11%	-$672K	0.03%	453
2019 Q4	$8.65M	Sell	77,673 -686	-0.9%	-$77.1K	0.04%	388
2019 Q3	$8.02M	Buy	78,359 +8,093	+12%	+$811K	0.04%	396
2019 Q2	$6.57M	Buy	70,266 +1,000	+1%	+$89.7K	0.04%	444
2019 Q1	$6.59M	Buy	69,266 +1,509	+2%	+$143K	0.04%	403
2018 Q4	$5.84M	Buy	67,757 +9,836	+17%	+$961K	0.04%	407
2018 Q3	$6.53M	Buy	57,921 +12,850	+29%	+$1.49M	0.04%	401
2018 Q2	$5.06M	Buy	45,071 +6,189	+16%	+$696K	0.03%	432
2018 Q1	$3.73M	Buy	38,882 +1,869	+5%	+$182K	0.02%	483
2017 Q4	$3.74M	Sell	37,013 -763	-2%	-$72.5K	0.02%	450
2017 Q3	$3.46M	Buy	37,776 +1,347	+4%	+$114K	0.03%	438
2017 Q2	$3.01M	Buy	36,429 +938	+3%	+$73.6K	0.02%	470
2017 Q1	$2.81M	Sell	35,491 -3,349	-9%	-$270K	0.02%	445
2016 Q4	$3.36M	Sell	38,840 -48,393	-55%	-$4.02M	0.03%	405
2016 Q3	$7.03M	Sell	87,233 -21,406	-20%	-$1.66M	0.05%	311
2016 Q2	$8.62M	Buy	108,639 +30	+0%	+$2.45K	0.06%	285
2016 Q1	$9.4M	Buy	108,609 +5,048	+5%	+$410K	0.06%	271
2015 Q4	$8.47M	Buy	103,561 +1,500	+1%	+$129K	0.05%	281
2015 Q3	$7.84M	Buy	102,061 +3,326	+3%	+$264K	0.05%	289
2015 Q2	$7.95M	Sell	98,735 -1,378	-1%	-$110K	0.05%	307
2015 Q1	$7.87M	Buy	100,113 +47	+0%	+$3.45K	0.05%	308
2014 Q4	$7.17M	Buy	100,066 +416	+0.4%	+$30.7K	0.05%	309
2014 Q3	$8.1M	Hold	99,650	–	–	0.05%	283
2014 Q2	$8.02M	Buy	99,650 +28,900	+41%	+$2.38M	0.05%	280
2014 Q1	$5.45M	Hold	70,750	–	–	0.03%	305
2013 Q4	$5.46M	Hold	70,750	–	–	0.03%	305
2013 Q3	$4.09M	Hold	70,750	–	–	0.03%	320
2013 Q2	$4.17M	Buy	+70,750	New	+$4.45M	0.03%	308

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors's PSX Position: Q2 2026 in Review

Calamos Advisors reduced its Phillips 66 (PSX) stake by 5.9% in Q2 2026, selling an estimated $738K and leaving 67,875 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #380.

Calamos Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.1M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Calamos Advisors held 67,875 shares of Phillips 66 worth $11.5M as of Q2 2026.
Calamos Advisors sold 4,286 Phillips 66 shares in Q2 2026, an estimated $738K.
Phillips 66 made up 0.04% of Calamos Advisors's portfolio in Q2 2026, its #380 holding.
Calamos Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Calamos Advisors's Phillips 66 position peaked at $13.1M in Q1 2026.
1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.