Neo Ivy Capital Management: PSX position timeline

Neo Ivy Capital Management held 2,359 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,359 shares

   Change vs previous 13F -2,879 shares

   0.09% of the 13F portfolio, value $398,788.

   13F-HR 0001727783-26-000006 filed by Neo Ivy Capital Management
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,238 shares

   Change vs previous 13F +5,238 shares

   0.25% of the 13F portfolio, value $954,258.

   13F-HR 0001727783-26-000005 filed by Neo Ivy Capital Management
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -13,274 shares

   13F-HR 0001727783-26-000004 filed by Neo Ivy Capital Management
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 13,274 shares

   Change vs previous 13F -9,220 shares

   0.44% of the 13F portfolio, value $1,805,529.

   13F-HR 0001727783-25-000008 filed by Neo Ivy Capital Management
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 22,494 shares

   Change vs previous 13F +22,494 shares

   0.86% of the 13F portfolio, value $2,683,534.

   13F-HR 0001727783-25-000007 filed by Neo Ivy Capital Management
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -4,852 shares

   13F-HR 0001727783-25-000003 filed by Neo Ivy Capital Management
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 4,852 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $638,000.

   13F-HR 0001727783-24-000006 filed by Neo Ivy Capital Management
   Filed 2024-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).