PETTYJOHN, WOOD & WHITE, INC

Q1 2026 13F-HR Holdings

Location
Lynchburg, VA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$627,922
Net value change ($000)
-10,163 (-1.6%)
New positions
5
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 5,146 39.6%
CVX 2,613 34.7%
JNJ 2,019 16.6%
WMT 1,858 10.4%
XLE 1,366 37.0%
HON 1,086 15.7%
FDX 1,058 21.1%
VZ 998 18.7%
NFLX 729 61.9%
SHEL 721 26.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,015 -23.4%
GOOGL -2,706 -9.1%
AAPL -2,621 -7.2%
JPM -1,841 -8.9%
SPY -1,415 -4.4%
ORCL -1,357 -21.1%
ABT -1,266 -16.8%
BAC -1,214 -11.2%
AMZN -1,032 -8.2%
ADBE -993 -32.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type