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Petroleum & Res Corp Com cef shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Petroleum & Res Corp Com cef (PEO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Petroleum & Res Corp Com cef

Tip: Access up to 7 years of quarterly data

All positions including Petroleum & Res Corp Com cef held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Petroleum & Res Corp Com cef by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $520k 24k 21.52
2025-06-30 $319k 15k 21.37
2025-03-31 $317k 14k 22.81

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Top funds holding Petroleum & Res Corp Com cef

Saba Capital Management
Adams Express Company
Morgan Stanley
Royal Bank of Canada
Lazard Asset Management
Penserra Capital Management
Pathstone Holdings
Raymond James Financial
Basepoint Wealth
Wolverine Asset Management
Intrepid Family Office
Cohen & Steers Capital Management
Verition Fund Management
Fca Corp
Capstone Investment Advisors

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