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Phillips 66 shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 21k 131.45
2024-06-30 $2.8M 20k 141.17
2024-03-31 $1.6M 9.7k 163.33
2023-12-31 $1.4M 11k 133.13

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View all positions for Concurrent Investment Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66