Philip James Wealth Mangement
$870M 13F equity value
175 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 436,381 | $209M | 24.0% |
| XOM | EXXON MOBIL CORP | 440,240 | $75M | 8.6% |
| OXYWS | OCCIDENTAL PETE CORP | 1,167,341 | $50M | 5.8% |
| CB | CHUBB LTD SWITZ | 91,299 | $30M | 3.4% |
| OXY | OCCIDENTAL PETE CORP | 423,306 | $28M | 3.2% |
| INTC | INTEL CORP | 601,782 | $27M | 3.1% |
| QCOM | QUALCOMM INC | 195,650 | $25M | 2.9% |
| MRK | MERCK & CO INC | 184,582 | $22M | 2.6% |
| JNJ | JOHNSON & JOHNSON | 84,145 | $21M | 2.4% |
| CVX | CHEVRON CORPORATION | 65,202 | $13M | 1.6% |
Track Philip James Wealth Mangement's 13F portfolio: $870M in reported holdings, 175 positions. Top holdings and quarterly changes on SentiSense.