$273 Million is the total value of PETTYJOHN, WOOD & WHITE, INC's 139 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | HOMETOWN BANKSHARES CO COM | $0 | – | -11,440 | -100.0% | -0.05% | – | |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -2,599 | -100.0% | -0.06% | – |
| IYJ | Exit | ISHARES U.S. INDLS ETFetf | $0 | – | -1,285 | -100.0% | -0.06% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,086 | -100.0% | -0.07% | – |
| MPC | Exit | MARATHON PETROLEUM CORP | $0 | – | -2,724 | -100.0% | -0.07% | – |
| BND | Exit | VANGUARD TOTAL BOND ETFetf | $0 | – | -2,841 | -100.0% | -0.07% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1,220 | -100.0% | -0.08% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC COM | $0 | – | -705 | -100.0% | -0.08% | – |
| WU | Exit | WESTERN UNION CO | $0 | – | -13,492 | -100.0% | -0.08% | – |
| VCIT | Exit | VANGUARD INTERMEDIATE TERM CORP BOND ETFetf | $0 | – | -23,287 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STANDARD & POORS DEPOSITARY RE | 42 | Q3 2023 | 4.6% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.8% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 6.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 3.9% |
| VANGUARD SPECIALIZED P DIV APP | 42 | Q3 2023 | 3.5% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 3.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 3.6% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.3% |
| CVS HEALTH CORP | 42 | Q3 2023 | 3.3% |
| ISHARES TR S&P MIDCAP 400 | 42 | Q3 2023 | 2.3% |
View PETTYJOHN, WOOD & WHITE, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR/A | 2022-08-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-22 |
View PETTYJOHN, WOOD & WHITE, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.