PETTYJOHN, WOOD & WHITE, INC

Q3 2026 13F-HR Holdings

Location
Lynchburg, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
219
Total value ($000)
$699,731
Net value change ($000)
+12,398 (1.8%)
New positions
5
Sold out positions
8
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 17,192 NEW
MSFT 9,651 36.5%
AAPL 5,582 14.6%
META 2,351 36.5%
SPY 1,995 5.5%
QQQ 1,898 9.1%
CVX 1,754 21.6%
NVDA 1,361 14.9%
IVV 1,065 19.4%
ICE 715 27.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -14,543 -100.0%
HD -2,234 -18.8%
WMT -1,304 -7.3%
GOOGL -1,300 -3.9%
CSCO -1,269 -8.9%
HONA -1,210 -30.9%
CVS -1,004 -20.9%
AMAT -813 -29.3%
IJH -755 -7.2%
BAC -749 -6.8%
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