Neo Ivy Capital Management

Position in PSX — Phillips 66

CIK 1727783 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$398,788

-$555,470 QoQ

Shares Held

2,359

-55.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,298

of 2,093 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Neo Ivy Capital Management holds $819,073 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBF	PBF Energy Inc.	8,868	$403,671
2	PSX	Phillips 66 This page	2,359	$398,788
3	DK	Delek US Holdings, Inc.	327	$16,614

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,788	2,359	-55.0%	Shares	Sole	2026-08-14
2026-03-31	$954,258	5,238	-60.5%	Shares	Sole	2026-05-15
2025-09-30	$1,805,529	13,274	-41.0%	Shares	Sole	2025-11-12
2025-06-30	$2,683,534	22,494	+363.6%	Shares	Sole	2025-08-12
2024-09-30	$637,795	4,852	-47.5%	Shares	Sole	2024-11-18
2023-06-30	$881,025	9,237	+320.6%	Shares	Sole	2023-08-16
2022-12-31	$228,559	2,196	+63.0%	Shares	Sole	2023-03-27
2022-09-30	$108,729	1,347	+11.5%	Shares	Sole	2022-11-16
2022-06-30	$99,043	1,208	-78.1%	Shares	Sole	2022-08-16
2022-03-31	$476,700	5,518	+87.1%	Shares	Sole	2022-05-16
2021-12-31	$213,684	2,949	+13.2%	Shares	Sole	2022-02-15
2021-09-30	$182,498	2,606	0.0%	Shares	Sole	2021-11-16
2020-06-30	$187,371	2,606	-19.2%	Shares	Sole	2020-08-17
2020-03-31	$173,128	3,227	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.