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Neo Ivy Capital Management’s Phillips 66 PSX Stock Holding History

Neo Ivy Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$399K Sell
2,359
-2,879
-55% -$496K 0.09% 243
2026
Q1 		$954K Buy
+5,238
New +$821K 0.25% 134
2025
Q4 		– Sell
-13,274
Closed -$1.81M – 497
2025
Q3 		$1.81M Sell
13,274
-9,220
-41% -$1.18M 0.44% 80
2025
Q2 		$2.68M Buy
+22,494
New +$2.52M 0.86% 23
2024
Q4 		– Sell
-4,852
Closed -$638K – 377
2024
Q3 		$638K Buy
+4,852
New +$655K 0.21% 175
2023
Q3 		– Sell
-9,237
Closed -$881K – 433
2023
Q2 		$881K Buy
+9,237
New +$898K 0.46% 69
2022
Q4 		$229K Buy
2,196
+849
+63% +$86.8K 0.15% 216
2022
Q3 		$109K Buy
1,347
+139
+12% +$11.8K 0.29% 138
2022
Q2 		$99K Sell
1,208
-4,310
-78% -$399K 0.27% 151
2022
Q1 		$476K Buy
5,518
+2,569
+87% +$216K 0.43% 77
2021
Q4 		$214K Buy
2,949
+343
+13% +$25.9K 0.31% 133
2021
Q3 		$187K Buy
+2,606
New +$189K 0.21% 160
2020
Q3 		– Sell
-2,606
Closed -$187K – 586
2020
Q2 		$187K Sell
2,606
-621
-19% -$44K 0.21% 160
2020
Q1 		$173K Sell
3,227
-192
-6% -$15.6K 0.28% 140
2019
Q4 		$381K Buy
+3,419
New +$384K 0.44% 98
2019
Q3 		– Sell
-5,496
Closed -$514K – 372
2019
Q2 		$514K Buy
5,496
+3,901
+245% +$350K 0.29% 155
2019
Q1 		$151K Sell
1,595
-2,437
-60% -$232K 0.09% 215
2018
Q4 		$347K Buy
+4,032
New +$394K 0.27% 160

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neo Ivy Capital Management's PSX Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its Phillips 66 (PSX) stake by 55% in Q2 2026, selling an estimated $496K and leaving 2,359 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #243.

Neo Ivy Capital Management first reported a position in PSX in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.68M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Neo Ivy Capital Management held 2,359 shares of Phillips 66 worth $399K as of Q2 2026.
  • Neo Ivy Capital Management sold 2,879 Phillips 66 shares in Q2 2026, an estimated $496K.
  • Phillips 66 made up 0.09% of Neo Ivy Capital Management's portfolio in Q2 2026, its #243 holding.
  • Neo Ivy Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 18 quarters since.
  • Neo Ivy Capital Management's Phillips 66 position peaked at $2.68M in Q2 2025.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.