Concurrent Investment Advisors, LLC
Position in PBR — Petrobras - Petroleo Brasileiro SA
CIK 2001015
Tampa, FL
Position in PBR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$280,456
-$193,498 QoQ
Shares Held
17,355
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 603 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Derivatives in PBR
reported options exposure · as of Mar 31, 2026CallValue
$51,875
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $39,012,801 across 8 Oil & Gas Integrated names. PBR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
184,166 | $30,527,355 | |
| 2 | SHEL |
Shell plc
|
57,585 | $4,465,140 | |
| 3 | TTE |
TotalEnergies SE
|
17,633 | $1,371,141 | |
| 4 | BP |
Bp PLC
|
34,423 | $1,271,929 | |
| 5 | NFG |
National Fuel Gas Co
|
8,133 | $627,948 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
17,355 | $280,456 | |
| 7 | E |
Eni Spa
|
5,306 | $248,638 | |
| 8 | SU |
Suncor Energy Inc
|
4,102 | $220,194 |
All Filings in PBR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,456 | 17,355 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 PBR-A | $253,050 | 13,496 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $220,904 | 10,646 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $51,875 | 2,500 | Call | Sole | 2026-04-21 | |
| 2025-12-31 PBR-A | $152,099 | 13,496 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 PBR-A | $159,522 | 13,496 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 PBR-A | $162,217 | 14,057 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 PBR-A | $183,303 | 14,057 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 PBR-A | $158,845 | 13,416 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 PBR-A | $152,832 | 11,587 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||