NIM
NEOS Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
39,698
+7,350
| +23% | +$877K | 0.06% | 251 |
|
|
2025
Q1 | $3.99M | Buy |
32,348
+6,261
| +24% | +$773K | 0.08% | 227 |
|
|
2024
Q4 | $2.97M | Buy |
26,087
+6,221
| +31% | +$709K | 0.07% | 234 |
|
|
2024
Q3 | $2.61M | Buy |
19,866
+4,060
| +26% | +$534K | 0.08% | 227 |
|
|
2024
Q2 | $2.23M | Buy |
15,806
+4,980
| +46% | +$703K | 0.09% | 197 |
|
|
2024
Q1 | $1.77M | Buy |
10,826
+4,593
| +74% | +$750K | 0.11% | 180 |
|
|
2023
Q4 | $830K | Buy |
6,233
+1,743
| +39% | +$232K | 0.08% | 206 |
|
|
2023
Q3 | $539K | Buy |
+4,490
| New | +$539K | 0.07% | 202 |
|