Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$338,100
-$80,185 QoQ
Shares Held
2,000
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,402
of 2,097 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Callahan Advisors, LLC holds $338,100 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,000 | $338,100 |
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,100 | 2,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $418,285 | 2,296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $296,275 | 2,296 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $312,301 | 2,296 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $273,912 | 2,296 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $292,771 | 2,371 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $338,941 | 2,975 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $381,205 | 2,900 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $440,450 | 3,120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $509,620 | 3,120 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $426,048 | 3,200 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $396,495 | 3,300 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $362,444 | 3,800 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $385,244 | 3,800 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $395,504 | 3,800 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $306,736 | 3,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,562 | 3,800 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $328,282 | 3,800 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $212,017 | 2,926 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $215,412 | 3,076 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $272,564 | 3,176 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||