Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$564,070
+$60,366 QoQ
Shares Held
3,849
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,267
of 3,472 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Phillips Wealth Planners LLC holds $3,944,750 across 2 Software - Infrastructure names. ORCL ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,063 | $3,380,680 | |
| 2 | ORCL |
Oracle Corp
This page
|
3,849 | $564,070 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,070 | 3,849 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $503,704 | 3,424 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $591,941 | 3,037 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $808,565 | 2,875 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,294,289 | 5,920 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,011,944 | 7,238 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,157,481 | 6,946 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,345,478 | 7,896 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $1,349,448 | 9,557 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,047,084 | 8,336 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $696,048 | 6,602 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $553,749 | 5,228 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $633,320 | 5,318 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $645,979 | 6,952 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $605,856 | 7,412 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||