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Philip James Wealth Mangement, LLC → VAL-WT
Philip James Wealth Mangement, LLC VAL-WT Position History
Valaris Limited WT
Quarters held
4
Latest value
$317K
Q3 2026
Peak value
$674K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $352K |
| Q1 2026 | $674K |
| Q2 2026 | $367K |
| Q3 2026 | $317K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $317K | 4.0K | — | — |
| Q2 2026 | $367K | 5.1K | — | — |
| Q1 2026 | $674K | 6.9K | — | — |
| Q4 2025 | $352K | 7.0K | — | — |
Other funds holding VAL-WT
$354.4M
$352.4M
$331.7M
$272.1M
$268.6M
$252M
$246.2M