Callahan Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $362K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $221K | Buy |
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