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
2025 Q2	$3.66M	Buy
2025 Q1	$3.71M	Buy
2024 Q4	$2.36M	Buy
2024 Q3	$2.7M	Buy
2024 Q2	$2.78M	Buy
2024 Q1	$1.59M	Sell
2023 Q4	$1.4M	Buy