MITCHELL & PAHL PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Oklahoma City, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 246,298
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 145 | 246,298 | 13F-HR | MITCHELL & PAHL PRIVATE WEALTH, LLC |
| Q4 2025 | 1/14/2026 | 143 | 240,928 | 13F-HR | MITCHELL & PAHL PRIVATE WEALTH, LLC |
| Q3 2025 | 10/9/2025 | 144 | 238,455 | 13F-HR | MITCHELL & PAHL PRIVATE WEALTH, LLC |
| Q2 2025 | 7/11/2025 | 144 | 226,389 | 13F-HR | MITCHELL & PAHL PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 245.8 K | 99.8% | 4.89 K | 0 | 4.89 K |
| ETFs | 482 | 0.2% | 482 | 0 | 482 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
246,298
Holdings
145
QoQ value change ($000)
5,370
(2.2%)
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.