William Blair & Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
201,721
+18,900
| +10% | +$2.25M | 0.07% | 203 |
|
|
2025
Q1 | $22.6M | Buy |
182,821
+12,224
| +7% | +$1.51M | 0.07% | 202 |
|
|
2024
Q4 | $19.4M | Sell |
170,597
-29,938
| -15% | -$3.41M | 0.06% | 229 |
|
|
2024
Q3 | $26.4M | Buy |
200,535
+5,953
| +3% | +$783K | 0.08% | 194 |
|
|
2024
Q2 | $27.5M | Buy |
194,582
+7,430
| +4% | +$1.05M | 0.08% | 173 |
|
|
2024
Q1 | $30.6M | Buy |
187,152
+8,102
| +5% | +$1.32M | 0.1% | 165 |
|
|
2023
Q4 | $23.8M | Buy |
179,050
+2,836
| +2% | +$378K | 0.08% | 187 |
|
|
2023
Q3 | $21.2M | Buy |
176,214
+4,958
| +3% | +$596K | 0.08% | 190 |
|
|
2023
Q2 | $16.3M | Buy |
171,256
+8,735
| +5% | +$833K | 0.06% | 230 |
|
|
2023
Q1 | $16.5M | Buy |
162,521
+7,259
| +5% | +$736K | 0.07% | 235 |
|
|
2022
Q4 | $16.2M | Buy |
155,262
+12,500
| +9% | +$1.3M | 0.07% | 221 |
|
|
2022
Q3 | $11.5M | Buy |
142,762
+13,833
| +11% | +$1.12M | 0.05% | 270 |
|
|
2022
Q2 | $10.6M | Buy |
128,929
+75,391
| +141% | +$6.18M | 0.05% | 288 |
|
|
2022
Q1 | $4.63M | Buy |
53,538
+27,267
| +104% | +$2.36M | 0.02% | 484 |
|
|
2021
Q4 | $1.9M | Buy |
26,271
+3,151
| +14% | +$228K | 0.01% | 743 |
|
|
2021
Q3 | $1.62M | Buy |
23,120
+4,101
| +22% | +$287K | 0.01% | 761 |
|
|
2021
Q2 | $1.63M | Sell |
19,019
-5,557
| -23% | -$477K | 0.01% | 765 |
|
|
2021
Q1 | $2M | Buy |
24,576
+906
| +4% | +$73.9K | 0.01% | 693 |
|
|
2020
Q4 | $1.66M | Sell |
23,670
-3,367
| -12% | -$235K | 0.01% | 704 |
|
|
2020
Q3 | $1.4M | Sell |
27,037
-20,025
| -43% | -$1.04M | 0.01% | 673 |
|
|
2020
Q2 | $3.38M | Buy |
47,062
+967
| +2% | +$69.5K | 0.02% | 459 |
|
|
2020
Q1 | $2.47M | Sell |
46,095
-25,291
| -35% | -$1.36M | 0.02% | 469 |
|
|
2019
Q4 | $7.95M | Buy |
71,386
+10,249
| +17% | +$1.14M | 0.04% | 299 |
|
|
2019
Q3 | $6.26M | Sell |
61,137
-192
| -0.3% | -$19.7K | 0.04% | 334 |
|
|
2019
Q2 | $5.74M | Sell |
61,329
-8,606
| -12% | -$805K | 0.03% | 351 |
|
|
2019
Q1 | $6.66M | Buy |
69,935
+3,317
| +5% | +$316K | 0.04% | 322 |
|
|
2018
Q4 | $5.74M | Buy |
66,618
+5,672
| +9% | +$489K | 0.04% | 314 |
|
|
2018
Q3 | $6.87M | Buy |
60,946
+4,877
| +9% | +$550K | 0.04% | 319 |
|
|
2018
Q2 | $6.3M | Sell |
56,069
-226
| -0.4% | -$25.4K | 0.04% | 306 |
|
|
2018
Q1 | $5.4M | Buy |
56,295
+515
| +0.9% | +$49.4K | 0.04% | 333 |
|
|
2017
Q4 | $5.64M | Sell |
55,780
-400
| -0.7% | -$40.5K | 0.04% | 332 |
|
|
2017
Q3 | $5.15M | Buy |
56,180
+116
| +0.2% | +$10.6K | 0.04% | 328 |
|
|
2017
Q2 | $4.64M | Buy |
56,064
+7,909
| +16% | +$654K | 0.03% | 359 |
|
|
2017
Q1 | $3.78M | Buy |
48,155
+7,097
| +17% | +$558K | 0.03% | 379 |
|
|
2016
Q4 | $3.55M | Buy |
41,058
+588
| +1% | +$50.8K | 0.03% | 371 |
|
|
2016
Q3 | $3.26M | Buy |
40,470
+1,877
| +5% | +$151K | 0.03% | 396 |
|
|
2016
Q2 | $3.06M | Buy |
38,593
+1,747
| +5% | +$139K | 0.03% | 387 |
|
|
2016
Q1 | $3.19M | Sell |
36,846
-607
| -2% | -$52.6K | 0.03% | 355 |
|
|
2015
Q4 | $3.06M | Sell |
37,453
-2,418
| -6% | -$198K | 0.03% | 376 |
|
|
2015
Q3 | $3.06M | Sell |
39,871
-5,701
| -13% | -$438K | 0.03% | 420 |
|
|
2015
Q2 | $3.67M | Buy |
45,572
+8,855
| +24% | +$713K | 0.01% | 1150 |
|
|
2015
Q1 | $2.89M | Sell |
36,717
-1,086
| -3% | -$85.3K | ﹤0.01% | 1192 |
|
|
2014
Q4 | $2.71M | Buy |
37,803
+15,771
| +72% | +$1.13M | ﹤0.01% | 1202 |
|
|
2014
Q3 | $1.79M | Sell |
22,032
-545
| -2% | -$44.3K | ﹤0.01% | 1295 |
|
|
2014
Q2 | $1.82M | Buy |
22,577
+907
| +4% | +$72.9K | ﹤0.01% | 1273 |
|
|
2014
Q1 | $1.67M | Sell |
21,670
-15,025
| -41% | -$1.16M | ﹤0.01% | 1254 |
|
|
2013
Q4 | $2.83M | Buy |
36,695
+8,712
| +31% | +$672K | ﹤0.01% | 1072 |
|
|
2013
Q3 | $1.62M | Buy |
27,983
+5,647
| +25% | +$327K | ﹤0.01% | 1199 |
|
|
2013
Q2 | $1.32M | Buy |
+22,336
| New | +$1.32M | ﹤0.01% | 1185 |
|