Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,501,219
+$3,457,056 QoQ
Shares Held
57,642
+5.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026NEOS Investment Management LLC holds $37,236,069 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.2% of the industry book) .
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,501,219 | 57,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,044,163 | 54,589 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,625,144 | 56,059 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,735,970 | 39,698 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,994,330 | 32,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,972,091 | 26,087 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,611,385 | 19,866 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,231,333 | 15,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,768,318 | 10,826 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $829,861 | 6,233 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $539,473 | 4,490 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||