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Recurrent Investment Advisors LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on PSX, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 403,016 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,016 shares
    Change vs previous 13F -11,048 shares

    4.23% of the 13F portfolio, value $68,129,855.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 414,064 shares
    Change vs previous 13F -40,677 shares

    4.54% of the 13F portfolio, value $75,434,180.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 454,741 shares
    Change vs previous 13F -9,729 shares

    4.34% of the 13F portfolio, value $58,679,779.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 464,470 shares
    Change vs previous 13F -2,510 shares

    4.84% of the 13F portfolio, value $63,177,209.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 466,980 shares
    Change vs previous 13F +51,366 shares

    4.51% of the 13F portfolio, value $55,710,714.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 415,614 shares
    Change vs previous 13F +22,275 shares

    4.35% of the 13F portfolio, value $51,320,017.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 393,339 shares
    Change vs previous 13F +17,332 shares

    4.11% of the 13F portfolio, value $44,813,112.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 376,007 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $49,426,120.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).