Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Philip James Wealth Mangement, LLC (CIK 2002630) reported $869.7M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($209.1M, 24.05%), XOM ($74.7M, 8.59%), OXY/WS ($50.0M, 5.75%), CB ($29.8M, 3.42%), OXY ($27.5M, 3.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.1M | 24.05% | 436,381 | Trimmed |
| 2 | XOM | EXXON MOBIL CORP | $74.7M | 8.59% | 440,240 | Trimmed |
| 3 | OXY/WS | OCCIDENTAL PETE CORP | $50.0M | 5.75% | 1.2M | Trimmed |
| 4 | CB | CHUBB LTD SWITZ | $29.8M | 3.42% | 91,299 | Added |
| 5 | OXY | OCCIDENTAL PETE CORP | $27.5M | 3.16% | 423,306 | Added |
| 6 | INTC | INTEL CORP | $26.6M | 3.05% | 601,782 | Trimmed |
| 7 | QCOM | QUALCOMM INC | $25.2M | 2.90% | 195,650 | Added |
| 8 | MRK | MERCK & CO INC | $22.2M | 2.55% | 184,582 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $20.6M | 2.37% | 84,145 | Trimmed |
| 10 | CVX | CHEVRON CORPORATION | $13.5M | 1.55% | 65,202 | Trimmed |
| 11 | MO | ALTRIA GROUP INC | $12.8M | 1.48% | 194,580 | Trimmed |
| 12 | PEP | PEPSICO INC | $12.5M | 1.44% | 80,621 | Added |
| 13 | GIS | GENERAL MILLS INC | $12.5M | 1.43% | 335,134 | Added |
| 14 | PFE | PFIZER INC | $11.6M | 1.33% | 411,774 | Added |
| 15 | RKT | ROCKET COS INC | $10.6M | 1.22% | 744,381 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $10.3M | 1.19% | 32,248 | Trimmed |
| 17 | PYPL | PAYPAL HLDGS INC | $9.7M | 1.12% | 215,401 | Added |
| 18 | COP | CONOCOPHILLIPS | $9.3M | 1.07% | 70,302 | Trimmed |
| 19 | DGRO | ISHARES TR | $9.1M | 1.04% | 128,961 | Trimmed |
| 20 | FDX | FEDEX CORP | $8.9M | 1.02% | 24,960 | Trimmed |
| 21 | BTI | BRITISH AMERN TOB PLC | $8.6M | 0.99% | 147,738 | Trimmed |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | $8.4M | 0.96% | 131,134 | Trimmed |
| 23 | DVN | DEVON ENERGY CORP NEW | $8.0M | 0.92% | 158,530 | Trimmed |
| 24 | MOAT | VANECK ETF TRUST | $7.9M | 0.91% | 81,617 | Trimmed |
| 25 | NAT | NORDIC AMERICAN TANKERS LIMI | $7.7M | 0.89% | 1.3M | Added |
Source: SEC Form 13F filings · as of 2026-03-31