Skip to content
Disclosery

Callan Family Office, LLC: PSX position timeline

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

Callan Family Office, LLC held 9,814 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,814 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $1,659,090.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,646 shares
    Change vs previous 13F +326 shares

    0.04% of the 13F portfolio, value $1,757,346.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,320 shares
    Change vs previous 13F +4,248 shares

    0.03% of the 13F portfolio, value $1,202,680.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,072 shares
    Change vs previous 13F -202 shares

    0.02% of the 13F portfolio, value $689,893.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,274 shares
    Change vs previous 13F +2,228 shares

    0.02% of the 13F portfolio, value $629,188.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,046 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $376,120.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,305 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $376,539.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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