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Concurrent Investment Advisors’s Phillips 66 PSX Stock Holding History

Concurrent Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Buy
79,658
+15,169
+24% +$2.61M 0.11% 192
2026
Q1 		$11.7M Buy
64,489
+7,833
+14% +$1.23M 0.13% 171
2025
Q4 		$7.31M Buy
56,656
+22,668
+67% +$3.05M 0.08% 254
2025
Q3 		$4.62M Buy
33,988
+3,275
+11% +$420K 0.08% 260
2025
Q2 		$3.66M Buy
30,713
+658
+2% +$73.7K 0.07% 283
2025
Q1 		$3.71M Buy
30,055
+9,376
+45% +$1.16M 0.09% 236
2024
Q4 		$2.36M Buy
20,679
+105
+0.5% +$13.4K 0.06% 291
2024
Q3 		$2.7M Buy
20,574
+865
+4% +$117K 0.08% 239
2024
Q2 		$2.78M Buy
19,709
+9,978
+103% +$1.48M 0.09% 218
2024
Q1 		$1.59M Sell
9,731
-785
-7% -$113K 0.06% 281
2023
Q4 		$1.4M Buy
+10,516
New +$1.26M 0.07% 280

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concurrent Investment Advisors's PSX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Phillips 66 (PSX) stake by 24% in Q2 2026, buying an estimated $2.61M and bringing the position to 79,658 shares worth $13.5M. The position accounts for 0.11% of the portfolio, ranked #192.

Concurrent Investment Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Concurrent Investment Advisors held 79,658 shares of Phillips 66 worth $13.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 15,169 Phillips 66 shares in Q2 2026, an estimated $2.61M.
  • Phillips 66 made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #192 holding.
  • Concurrent Investment Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.