Concurrent Investment Advisors, LLC

Position in PSX — Phillips 66

CIK 2001015 Tampa, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,466,184

+$1,717,579 QoQ

Shares Held

79,658

+23.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#248

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $38,391,299 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	84,153	$21,515,396
2	PSX	Phillips 66 This page	79,658	$13,466,184
3	VLO	Valero Energy Corp/Tx	9,865	$2,569,240
4	SUN	Sunoco LP	6,473	$436,927
5	DINO	HF Sinclair Corp	5,794	$403,552

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,466,184	79,658	+23.5%	Shares	Sole	2026-07-27
2026-03-31	$11,748,605	64,489	+13.8%	Shares	Sole	2026-04-21
2025-12-31	$7,310,889	56,656	+66.7%	Shares	Sole	2026-01-29
2025-09-30	$4,623,047	33,988	+10.7%	Shares	Sole	2025-10-27
2025-06-30	$3,664,060	30,713	+2.2%	Shares	Sole	2025-07-25
2025-03-31	$3,711,191	30,055	+45.3%	Shares	Sole	2025-04-29
2024-12-31	$2,355,958	20,679	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$2,704,452	20,574	+4.4%	Shares	Sole	2024-10-30
2024-06-30	$2,782,319	19,709	+102.5%	Shares	Sole	2024-07-30
2024-03-31	$1,589,461	9,731	-7.5%	Shares	Sole	2024-05-07
2023-12-31	$1,400,100	10,516	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.