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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
Q2 		$338K Sell
2,000
-296
-13% -$51K 0.03% 152
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Callahan Advisors's PSX Position: Q2 2026 in Review

Callahan Advisors reduced its Phillips 66 (PSX) stake by 13% in Q2 2026, selling an estimated $51K and leaving 2,000 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #152.

Callahan Advisors first reported a position in PSX in Q1 2016 and has held it in 22 quarters since. The position peaked at $510K in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Callahan Advisors held 2,000 shares of Phillips 66 worth $338K as of Q2 2026.
  • Callahan Advisors sold 296 Phillips 66 shares in Q2 2026, an estimated $51K.
  • Phillips 66 made up 0.03% of Callahan Advisors's portfolio in Q2 2026, its #152 holding.
  • Callahan Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 22 quarters since.
  • Callahan Advisors's Phillips 66 position peaked at $510K in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.