Recurrent Investment Advisors LLC
Holdings in PSX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,679,778 | 454,741 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $63,177,209 | 464,470 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $55,710,714 | 466,980 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $51,320,016 | 415,614 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $44,813,112 | 393,339 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $49,426,120 | 376,007 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $46,951,730 | 332,590 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $49,881,422 | 305,384 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $40,866,524 | 306,944 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $37,783,089 | 314,466 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $29,061,236 | 304,689 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $26,558,417 | 261,969 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $26,480,866 | 254,428 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $19,147,429 | 237,208 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $16,183,104 | 197,379 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $15,349,688 | 177,679 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $11,871,556 | 163,836 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $9,464,624 | 135,151 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $8,917,298 | 103,907 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $6,984,308 | 85,655 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $6,322,506 | 90,399 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $4,140,771 | 79,876 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $5,238,634 | 72,860 | Shares | Sole | 2020-08-17 |
| 2020-03-31 | $2,223,041 | 41,436 | Shares | Sole | 2020-05-15 |