Philip James Wealth Mangement, LLC
Top Portfolio Positions
123 positions ·
$696,652,169 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
436,381 | $209,113,775 | 30.02% | |
| XOM |
Exxon Mobil Corp
Energy
|
440,240 | $74,691,118 | 10.72% | |
| CB |
Chubb Ltd
Financial Services
|
91,299 | $29,757,083 | 4.27% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
423,306 | $27,514,890 | 3.95% | |
| INTC |
Intel Corp
Technology
|
601,782 | $26,556,639 | 3.81% | |
| QCOM |
Qualcomm Inc/De
Technology
|
195,650 | $25,195,807 | 3.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
184,582 | $22,203,368 | 3.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
84,145 | $20,568,403 | 2.95% | |
| CVX |
Chevron Corp
Energy
|
65,202 | $13,490,293 | 1.94% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
194,580 | $12,840,334 | 1.84% |
Portfolio Trend
10 quarters · across all stocks
Holdings in OXY
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,514,890 | 423,306 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,085,072 | 415,493 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $17,313,203 | 366,417 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,326,214 | 364,823 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,589,913 | 376,619 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,685,487 | 398,411 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,877,291 | 133,436 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||