Concurrent Investment Advisors, LLC's ownership history for PSX

Concurrent Investment Advisors, LLC currently holds 64.5K shares with a market value of $11.7M. It started holding PSX on 2024-09-30. At its peak, it held 64.5K shares on 2026-03-31. Its highest holding value was $11.7M on 2026-03-31. At its lowest, it held 20.6K shares on 2024-09-30, with a value of $2.4M on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 30.5K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 34.4K.