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
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Quarterly reported holdings in Phillips 66 by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $12M | 65k | 182.18 |
| 2025-12-31 | $7.3M | 57k | 129.04 |
| 2025-09-30 | $4.6M | 34k | 136.02 |
| 2025-06-30 | $3.7M | 31k | 119.30 |
| 2025-03-31 | $3.7M | 30k | 123.48 |
| 2024-12-31 | $2.4M | 21k | 113.93 |
| 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 |
More positions owned by Concurrent Investment Advisors
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