A detailed history of Callan Capital, LLC transactions in Phillips 66 stock. As of the latest transaction made, Callan Capital, LLC holds 3,157 shares of PSX stock, worth $385,374. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,157
Previous 3,157 -0.0%
Holding current value
$385,374
Previous $445,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$135.85 - $172.71 $6,113 - $7,771
-45 Reduced 1.41%
3,157 $445,000
Q1 2024

Oct 22, 2024

BUY
$127.67 - $163.34 $5,745 - $7,350
45 Added 1.43%
3,202 $523,000
Q1 2024

May 03, 2024

BUY
$127.67 - $163.34 $7,021 - $8,983
55 Added 1.75%
3,202 $523,000
Q4 2023

Feb 02, 2024

BUY
$109.19 - $135.72 $14,413 - $17,915
132 Added 4.38%
3,147 $418,000
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $24,994 - $32,561
262 Added 9.52%
3,015 $362,000
Q2 2023

Aug 04, 2023

SELL
$90.81 - $106.46 $45,768 - $53,655
-504 Reduced 15.47%
2,753 $262,000
Q1 2023

Jun 13, 2023

SELL
$93.54 - $111.49 $61,268 - $73,025
-655 Reduced 16.74%
3,257 $330,000
Q1 2023

May 08, 2023

SELL
$93.54 - $111.49 $61,268 - $73,025
-655 Reduced 16.74%
3,257 $330,000
Q4 2022

Jun 13, 2023

BUY
$84.58 - $112.31 $55,399 - $73,563
655 Added 20.11%
3,912 $407,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $109,023 - $144,767
1,289 Added 49.14%
3,912 $407,000
Q3 2022

Nov 14, 2022

BUY
$74.16 - $93.57 $194,521 - $245,434
2,623 New
2,623 $212,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $58.7B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.