Callan Family Office’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$629K	Buy	5,274 +2,228	+73%	+$266K	0.02%	518
2025 Q1	$376K	Sell	3,046 -259	-8%	-$32K	0.03%	385
2024 Q4	$377K	Buy	+3,305	New	+$377K	0.02%	429