Callan Capital’s Phillips 66 PSX Stock Holding History

Callan Capital’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
2025 Q1	$381K	Buy	3,085 +38	+1%	+$4.68K	0.03%	246
2024 Q4	$347K	Sell	3,047 -100	-3%	-$12.7K	0.03%	233
2024 Q3	$414K	Sell	3,147 -10	-0.3%	-$1.35K	0.03%	211
2024 Q2	$446K	Sell	3,157 -45	-1%	-$6.66K	0.04%	179
2024 Q1	$523K	Buy	3,202 +55	+2%	+$7.93K	0.05%	137
2023 Q4	$419K	Buy	3,147 +132	+4%	+$15.8K	0.04%	139
2023 Q3	$362K	Buy	3,015 +262	+10%	+$29.4K	0.04%	141
2023 Q2	$263K	Sell	2,753 -504	-15%	-$49K	0.03%	152
2023 Q1	$330K	Sell	3,257 -655	-17%	-$66.6K	0.04%	139
2022 Q4	$407K	Buy	3,912 +1,289	+49%	+$132K	0.05%	119
2022 Q3	$212K	Buy	+2,623	New	+$224K	0.03%	125

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Callan Capital's PSX Position: Q1 2025 in Review

Callan Capital increased its Phillips 66 (PSX) stake by 1.2% in Q1 2025, buying an estimated $4.68K and bringing the position to 3,085 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #246.

Callan Capital first reported a position in PSX in Q3 2022 and has held it in 11 quarters since. The position peaked at $523K in Q1 2024. 1,793 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

Callan Capital held 3,085 shares of Phillips 66 worth $381K as of Q1 2025.
Callan Capital bought 38 Phillips 66 shares in Q1 2025, an estimated $4.68K.
Phillips 66 made up 0.03% of Callan Capital's portfolio in Q1 2025, its #246 holding.
Callan Capital first reported a position in Phillips 66 in Q3 2022 and has held it in 11 quarters since.
Callan Capital's Phillips 66 position peaked at $523K in Q1 2024.
1,793 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.