PETTYJOHN, WOOD & WHITE, INC

All 13F Filings

Location
Lynchburg, VA
Most recent 13F
Q4 2025
Holdings value ($000)
638,085
Description
Website
Founded
Chairman
CEO
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
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 556.1 K 87.1% 32.82 K 0 32.82 K
ETFs 81.49 K 12.8% 0 420 -420
Debt 536 0.1% 0 2 -2
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
638,085
Holdings
214
QoQ value change ($000)
32,389 (5.3%)
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.