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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neo Ivy Capital Management's PSX Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Phillips 66 (PSX) in Q1 2026: 5,238 shares worth $954K. The stake represents 0.25% of the portfolio and ranks #134 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PSX as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in PSX in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.68M in Q2 2025. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Neo Ivy Capital Management held 5,238 shares of Phillips 66 worth $954K as of Q1 2026.
  • Phillips 66 was a new Neo Ivy Capital Management position in Q1 2026.
  • Phillips 66 made up 0.25% of Neo Ivy Capital Management's portfolio in Q1 2026, its #134 holding.
  • Neo Ivy Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 17 quarters since.
  • Neo Ivy Capital Management's Phillips 66 position peaked at $2.68M in Q2 2025.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.