Calamos Wealth Management LLC

Position in PSX — Phillips 66

CIK 1455258 NAPERVILLE, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$521,350

-$29,562 QoQ

Shares Held

3,084

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,160

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

Calamos Wealth Management LLC holds $2,013,983 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,903	$1,253,550
2	PSX	Phillips 66 This page	3,084	$521,350
3	VLO	Valero Energy Corp/Tx	918	$239,083

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,350	3,084	+2.0%	Shares	Sole	2026-07-31
2026-03-31	$550,912	3,024	+12.8%	Shares	Sole	2026-05-04
2025-12-31	$345,956	2,681	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.