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Stock impact report

Tracking William Nygren's Harris Associates Portfolio - Q3 2025 Update [Seeking Alpha]

Phillips 66 (PSX) 
Last phillips 66 earnings: 5/1 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Significant Q3 2025 stake increases include Airbnb, Phillips 66, Salesforce, Keurig Dr Pepper, Equifax, Elevance Health, and Fiserv. Major reductions this quarter were in Alphabet, Charles Schwab, Capital One, Intercontinental Exchange, General Motors, CBRE, Deere, and Charter Communications. Oakmark launched new ETFs in 2024-2025, expanding product breadth alongside continued active portfolio management. bauhaus1000/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates 13F stock portfolio on a quarterly basis. It is based on Harris Associates' regulatory 13F Form This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GOOGL, WBD, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business rel Show less Read more
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