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Philip James Wealth Mangement, LLC → BRK/A

Philip James Wealth Mangement, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$215.9M
Q3 2026
Peak value
$220.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q4 2025$220.2M
Q1 2026$2.2M
Q1 2026$209.1M
Q2 2026$2.2M
Q2 2026$217.7M
Q3 2026$2.2M
Q3 2026$215.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$215.9M433.6K——
Q3 2026$2.2M3——
Q2 2026$217.7M435.0K——
Q2 2026$2.2M3——
Q1 2026$209.1M436.4K——
Q1 2026$2.2M3——
Q4 2025$220.2M438.1K——
Q4 2025$2.3M3——

Other funds holding BRK/A

Other Philip James Wealth Mangement, LLC positions

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EXXON MOBIL CORP

$74.7M
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EXXONMOBIL HOLDINGS CORP

$64.8M
XOM

EXXON MOBIL CORP

$57.9M
XOM

EXXON MOBIL CORP

$55.7M
OXY-WT

OCCIDENTAL PETE CORP

$50M
CB

CHUBB LIMITED

$36M
CB

CHUBB LIMITED

$35.5M
OXY-WT

OCCIDENTAL PETE CORP

$32.5M