Recurrent Investment Advisors LLC / PSX
Recurrent Investment Advisors LLC’s Phillips 66 Position
Does Recurrent Investment Advisors LLC own Phillips 66 (PSX)? Yes — 414.1K shares worth $75M (+4.54% of its 13F portfolio) as of Q1 2026, down from 454.7K shares the prior filed quarter.
Position Value
$75M
Q1 2026
Shares
414.1K
% of Portfolio
+4.54%
Quarters Held
26
currently held
Position History PSX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 414.1K | $75M | +4.54% |
| Q4 2025 | 454.7K | $59M | +4.34% |
| Q3 2025 | 464.5K | $63M | +4.84% |
| Q2 2025 | 467.0K | $56M | +4.51% |
| Q1 2025 | 415.6K | $51M | +4.35% |
| Q4 2024 | 393.3K | $45M | +4.11% |
| Q3 2024 | 376.0K | $49M | +4.91% |
| Q2 2024 | 332.6K | $47M | +4.94% |
| Q1 2024 | 305.4K | $50M | +5.78% |
| Q4 2023 | 306.9K | $41M | +6.00% |
| Q3 2023 | 314.5K | $38M | +5.55% |
| Q2 2023 | 304.7K | $29M | +4.92% |
| Q1 2023 | 262.0K | $27M | +5.25% |
| Q4 2022 | 254.4K | $26M | +5.65% |
| Q3 2022 | 237.2K | $19M | +5.17% |
| Q2 2022 | 197.4K | $16M | +4.91% |
| Q1 2022 | 177.7K | $15M | +4.87% |
| Q4 2021 | 163.8K | $12M | +4.79% |
| Q3 2021 | 135.2K | $9M | +4.16% |
| Q2 2021 | 103.9K | $9M | +4.49% |
| Q1 2021 | 85.7K | $7M | +4.42% |
| Q4 2020 | 90.4K | $6M | +4.70% |
| Q3 2020 | 79.9K | $4M | +4.41% |
| Q2 2020 | 72.9K | $5M | +4.93% |
| Q1 2020 | 41.4K | $2M | +4.17% |
| Q4 2019 | 24.3K | $3M | +3.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of PSX.