Philip James Wealth Mangement, LLC
Top Portfolio Positions
122 positions ·
$487,538,394 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
440,240 | $74,691,118 | 15.32% |
| CB |
Chubb Ltd
Financial Services
|
91,299 | $29,757,083 | 6.10% |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
423,306 | $27,514,890 | 5.64% |
| INTC |
Intel Corp
Technology
|
601,782 | $26,556,639 | 5.45% |
| QCOM |
Qualcomm Inc/De
Technology
|
195,650 | $25,195,807 | 5.17% |
| MRK |
Merck & Co., Inc.
Healthcare
|
184,582 | $22,203,368 | 4.55% |
| JNJ |
Johnson & Johnson
Healthcare
|
84,145 | $20,568,403 | 4.22% |
| CVX |
Chevron Corp
Energy
|
65,202 | $13,490,293 | 2.77% |
| MO |
Altria Group, Inc.
Consumer Defensive
|
194,580 | $12,840,334 | 2.63% |
| PEP |
Pepsico Inc
Consumer Defensive
|
80,621 | $12,519,635 | 2.57% |
Portfolio Trend
Holdings in NAT
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,721,059 | 1,317,587 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,530,524 | 1,317,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,138,165 | 1,317,887 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,429,183 | 1,303,872 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,117,749 | 1,267,378 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,016,025 | 1,206,410 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,068,528 | 1,108,591 | Shares | Sole | 2024-10-31 | |
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