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Disclosery

NEOS Investment Management LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEOS Investment Management LLC on PSX, newest first. How the timeline and the estimate are built.

NEOS Investment Management LLC held 65,327 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,327 shares
    Change vs previous 13F +7,685 shares

    0.04% of the 13F portfolio, value $11,043,530.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 57,642 shares
    Change vs previous 13F +3,053 shares

    0.05% of the 13F portfolio, value $10,501,220.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 54,589 shares
    Change vs previous 13F -1,470 shares

    0.04% of the 13F portfolio, value $7,044,165.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 56,059 shares
    Change vs previous 13F +16,361 shares

    0.06% of the 13F portfolio, value $7,625,145.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,698 shares
    Change vs previous 13F +7,350 shares

    0.06% of the 13F portfolio, value $4,735,972.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 32,348 shares
    Change vs previous 13F +6,261 shares

    0.08% of the 13F portfolio, value $3,994,331.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,087 shares
    Change vs previous 13F +6,221 shares

    0.07% of the 13F portfolio, value $2,972,092.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,866 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,611,386.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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