Skip to content
Disclosery

Concurrent Investment Advisors, LLC: PSX position timeline

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

Concurrent Investment Advisors, LLC held 79,658 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,658 shares
    Change vs previous 13F +15,169 shares

    0.12% of the 13F portfolio, value $13,466,198.

    13F-HR 0002085853-26-000862 filed by Concurrent 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 64,489 shares
    Change vs previous 13F +7,833 shares

    0.13% of the 13F portfolio, value $11,748,659.

    13F-HR 0002085853-26-000427 filed by Concurrent 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 56,656 shares
    Change vs previous 13F +22,668 shares

    0.08% of the 13F portfolio, value $7,310,947.

    13F-HR 0002085853-26-000143 filed by Concurrent 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 33,988 shares
    Change vs previous 13F +3,275 shares

    0.08% of the 13F portfolio, value $4,623,048.

    13F-HR 0002085853-25-000174 filed by Concurrent 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 30,713 shares
    Change vs previous 13F +658 shares

    0.07% of the 13F portfolio, value $3,664,099.

    13F-HR 0001667731-25-000961 filed by Concurrent 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 30,055 shares
    Change vs previous 13F +9,376 shares

    0.09% of the 13F portfolio, value $3,711,166.

    13F-HR 0001667731-25-000551 filed by Concurrent 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 20,679 shares
    Change vs previous 13F +105 shares

    0.06% of the 13F portfolio, value $2,355,950.

    13F-HR 0001667731-25-000197 filed by Concurrent 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 20,574 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,704,449.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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