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Callahan Advisors’s Phillips 66 PSX Stock Holding History

Callahan 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
Q1 		$418K Hold
2,296
– – 0.03% 140
2025
Q4 		$296K Hold
2,296
– – 0.02% 150
2025
Q3 		$312K Hold
2,296
– – 0.03% 139
2025
Q2 		$274K Sell
2,296
-75
-3% -$8.4K 0.02% 146
2025
Q1 		$293K Sell
2,371
-604
-20% -$74.4K 0.03% 141
2024
Q4 		$339K Buy
2,975
+75
+3% +$9.54K 0.03% 137
2024
Q3 		$381K Sell
2,900
-220
-7% -$29.7K 0.04% 120
2024
Q2 		$440K Hold
3,120
– – 0.05% 117
2024
Q1 		$510K Sell
3,120
-80
-3% -$11.5K 0.05% 112
2023
Q4 		$426K Sell
3,200
-100
-3% -$12K 0.05% 112
2023
Q3 		$396K Sell
3,300
-500
-13% -$56.1K 0.05% 117
2023
Q2 		$362K Hold
3,800
– – 0.04% 117
2023
Q1 		$385K Hold
3,800
– – 0.05% 115
2022
Q4 		$396K Hold
3,800
– – 0.05% 115
2022
Q3 		$307K Hold
3,800
– – 0.04% 126
2022
Q2 		$312K Hold
3,800
– – 0.04% 128
2022
Q1 		$328K Buy
3,800
+874
+30% +$73.5K 0.04% 133
2021
Q4 		$212K Sell
2,926
-150
-5% -$11.3K 0.02% 146
2021
Q3 		$215K Sell
3,076
-100
-3% -$7.24K 0.03% 140
2021
Q2 		$273K Buy
+3,176
New +$268K 0.03% 135
2016
Q2 		– Sell
-2,554
Closed -$221K – 117
2016
Q1 		$221K Buy
+2,554
New +$208K 0.06% 102

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Callahan Advisors's PSX Position: Q1 2026 in Review

Callahan Advisors held its Phillips 66 (PSX) position steady in Q1 2026 at 2,296 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #140.

Callahan Advisors first reported a position in PSX in Q1 2016 and has held it in 21 quarters since. The position peaked at $510K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Callahan Advisors held 2,296 shares of Phillips 66 worth $418K as of Q1 2026.
  • Callahan Advisors left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.03% of Callahan Advisors's portfolio in Q1 2026, its #140 holding.
  • Callahan Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 21 quarters since.
  • Callahan Advisors's Phillips 66 position peaked at $510K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.