Callan Capital’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
Q1
$381K Buy
2024
Q4
$347K Sell
2024
Q3
$414K Sell
2024
Q2
$446K Sell
2024
Q1
$523K Buy
2023
Q4
$419K Buy
2023
Q3
$362K Buy
2023
Q2
$263K Sell
2023
Q1
$330K Sell
2022
Q4
$407K Buy
2022
Q3
$212K Buy