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NEOS Investment Management’s Phillips 66 PSX Stock Holding History

NEOS Investment 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 		$11M Buy
65,327
+7,685
+13% +$1.32M 0.04% 259
2026
Q1 		$10.5M Buy
57,642
+3,053
+6% +$478K 0.05% 231
2025
Q4 		$7.04M Sell
54,589
-1,470
-3% -$198K 0.04% 284
2025
Q3 		$7.63M Buy
56,059
+16,361
+41% +$2.1M 0.06% 241
2025
Q2 		$4.74M Buy
39,698
+7,350
+23% +$823K 0.06% 251
2025
Q1 		$3.99M Buy
32,348
+6,261
+24% +$772K 0.08% 227
2024
Q4 		$2.97M Buy
26,087
+6,221
+31% +$791K 0.07% 234
2024
Q3 		$2.61M Buy
19,866
+4,060
+26% +$548K 0.08% 227
2024
Q2 		$2.23M Buy
15,806
+4,980
+46% +$737K 0.09% 197
2024
Q1 		$1.77M Buy
10,826
+4,593
+74% +$662K 0.11% 180
2023
Q4 		$830K Buy
6,233
+1,743
+39% +$208K 0.08% 206
2023
Q3 		$539K Buy
+4,490
New +$504K 0.07% 202

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 $3.37T AUM 44.26% 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

NEOS Investment Management's PSX Position: Q2 2026 in Review

NEOS Investment Management increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 65,327 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #259.

NEOS Investment Management first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NEOS Investment Management held 65,327 shares of Phillips 66 worth $11M as of Q2 2026.
  • NEOS Investment Management bought 7,685 Phillips 66 shares in Q2 2026, an estimated $1.32M.
  • Phillips 66 made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #259 holding.
  • NEOS Investment Management first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.