PETTYJOHN, WOOD & WHITE, INC

All 13F Filings

Location
Lynchburg, VA
Most recent 13F
Q2 2026
Holdings value ($000)
687,333
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 222 687,333 13F-HR PETTYJOHN, WOOD & WHITE, INC
Q1 2026 5/15/2026 214 627,922 13F-HR PETTYJOHN, WOOD & WHITE, INC
Q4 2025 2/11/2026 214 638,085 13F-HR PETTYJOHN, WOOD & WHITE, INC
Q3 2025 11/13/2025 203 605,696 13F-HR PETTYJOHN, WOOD & WHITE, INC
Q2 2025 8/12/2025 197 559,773 13F-HR PETTYJOHN, WOOD & WHITE, INC
Q1 2014 4/23/2014 117 218,614 13F-HR PETTYJOHN CO
Q4 2013 1/10/2014 100 170,823 13F-HR PETTYJOHN CO
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 481.9 K 70.1% 32.14 K 0 32.14 K
ETFs 205 K 29.8% 27.27 K 0 27.27 K
Debt 479 0.1% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
687,333
Holdings
222
QoQ value change ($000)
59,411 (9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.