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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concurrent Investment Advisors's PSX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Phillips 66 (PSX) stake by 14% in Q1 2026, buying an estimated $1.23M and bringing the position to 64,489 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #171.

Concurrent Investment Advisors first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Concurrent Investment Advisors held 64,489 shares of Phillips 66 worth $11.7M as of Q1 2026.
  • Concurrent Investment Advisors bought 7,833 Phillips 66 shares in Q1 2026, an estimated $1.23M.
  • Phillips 66 made up 0.13% of Concurrent Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • Concurrent Investment Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.