Position in CLX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,103
+$1,616 QoQ
Shares Held
43
+79.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#971
of 1,038 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $733,168 across 16 Household & Personal Products names. CLX ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,890 | $423,789 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,258 | $138,090 | |
| 3 | UL |
Unilever PLC
|
896 | $53,867 | |
| 4 | CL |
Colgate Palmolive Co
|
520 | $47,673 | |
| 5 | KVUE |
Kenvue Inc.
|
1,808 | $34,550 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
179 | $17,341 | |
| 7 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 8 | CLX |
Clorox Co /De/
This page
|
43 | $4,103 |
All Filings in CLX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103 | 43 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,487 | 24 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,529 | 35 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,398 | 133 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,562 | 38 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,859 | 33 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,359 | 33 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||