Callan Family Office, LLC

Family Office

Position in PSX — Phillips 66

CIK 1938970 RADNOR, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,659,056

-$98,252 QoQ

Shares Held

9,814

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#705

of 2,093 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Callan Family Office, LLC holds $8,051,460 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	15,025	$3,841,441
2	PSX	Phillips 66 This page	9,814	$1,659,056
3	VLO	Valero Energy Corp/Tx	4,778	$1,244,382
4	DINO	HF Sinclair Corp	12,110	$843,461
5	PBF	PBF Energy Inc.	10,174	$463,120

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,659,056	9,814	+1.7%	Shares	Sole	2026-08-11
2026-03-31	$1,757,308	9,646	+3.5%	Shares	Sole	2026-05-13
2025-12-31	$1,202,652	9,320	+83.8%	Shares	Sole	2026-02-12
2025-09-30	$689,893	5,072	-3.8%	Shares	Sole	2025-11-04
2025-06-30	$629,188	5,274	+73.1%	Shares	Sole	2025-07-24
2025-03-31	$376,120	3,046	-7.8%	Shares	Sole	2025-05-13
2024-12-31	$376,538	3,305	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.