William Blair Investment Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,428
Closed -$202K 443
2024
Q2
$202K Hold
1,428
﹤0.01% 409
2024
Q1
$233K Sell
1,428
-472
-25% -$77.1K ﹤0.01% 393
2023
Q4
$253K Sell
1,900
-39
-2% -$5.19K ﹤0.01% 387
2023
Q3
$233K Buy
+1,939
New +$233K ﹤0.01% 387