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Disclosery

Callan Capital, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on PSX, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 3,085 PSX shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,085 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $380,936.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 3,047 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $347,145.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 3,147 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $413,673.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 3,157 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $445,674.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 3,202 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $523,015.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 3,147 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $418,992.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 3,015 shares
    Change vs previous 13F +262 shares

    0.04% of the 13F portfolio, value $362,252.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 2,753 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $262,581.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).