MITCHELL & PAHL PRIVATE WEALTH, LLC
CIK
1836506
City
OKLAHOMA CITY
State / Country
OK
Top Portfolio Positions
143 positions ·
$244,188,535 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,156 | $7,145,711 | 2.93% | |
| AVGO |
Broadcom Inc.
Technology
|
17,700 | $5,478,327 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
14,638 | $5,418,548 | 2.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
31,716 | $5,380,936 | 2.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
18,388 | $4,494,762 | 1.84% | |
| LIN |
Linde PLC
Basic Materials
|
7,954 | $3,943,275 | 1.61% | |
| PSX |
Phillips 66
Energy
|
20,687 | $3,768,757 | 1.54% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
15,196 | $3,754,627 | 1.54% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
4,418 | $3,737,583 | 1.53% | |
| NEE |
Nextera Energy Inc
Utilities
|
39,222 | $3,642,939 | 1.49% |
Portfolio Trend
22 quarters · across all stocks
Holdings in IHG
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,522,244 | 11,406 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,614,615 | 11,465 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,413,164 | 11,654 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,351,438 | 11,717 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,245,051 | 11,361 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,458,441 | 11,675 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,268,977 | 11,485 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,198,082 | 11,308 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,205,580 | 11,410 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,016,109 | 11,144 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $830,771 | 11,114 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $709,431 | 10,070 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $631,035 | 9,475 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $547,754 | 9,389 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $440,114 | 9,054 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $430,724 | 7,969 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $346,095 | 5,029 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $256,144 | 3,928 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $230,093 | 3,579 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $228,479 | 3,426 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $214,072 | 3,107 | Shares | Sole | 2021-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||