• 13F History

MITCHELL & PAHL PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$215M
Signature - Title
Brian D. Mitchell - Partner, Portfolio Manager, Chief Compliance Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by MITCHELL & PAHL PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MITCHELL & PAHL PRIVATE WEALTH, LLC reported 145 stock holdings with total value $215M as of Q1 2025. Top holdings included AAPL, MSFT, UNH, AVGO, and XOM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 145 $215M +$4.65M -$4.47M +$179K AAPL, MSFT, UNH, AVGO, XOM 13F-HR 4/9/2025, 02:57 PM
Q4 2024 146 $214M +$11.1M -$4.23M +$6.84M AAPL, MSFT, AVGO, UNH, PG 13F-HR 1/16/2025, 05:29 PM
Q3 2024 145 $215M +$15.2M -$2.02M +$13.2M AAPL, MSFT, UNH, AVGO, LIN 13F-HR 10/16/2024, 04:59 PM
Q2 2024 142 $189M +$1.79M -$1.09M +$697K MSFT, AAPL, AVGO, UNH, LIN 13F-HR 7/12/2024, 02:41 PM
Q1 2024 142 $190M +$6.23M -$2.9M +$3.33M MSFT, AAPL, UNH, AVGO, LIN 13F-HR 4/26/2024, 12:29 PM
Q4 2023 142 $176M +$584K -$8.53M -$7.95M AAPL, MSFT, UNH, CMCSA, AVGO 13F-HR 2/8/2024, 06:44 PM
Q3 2023 154 $168M +$11.5M -$2.1M +$9.38M AAPL, MSFT, UNH, XOM, CMCSA 13F-HR 10/31/2023, 10:46 AM
Q2 2023 152 $166M +$5.52M -$1.34M +$4.18M AAPL, MSFT, UNH, CMCSA, XOM 13F-HR 8/7/2023, 01:25 PM
Q1 2023 150 $160M +$9.95M -$1.07M +$8.89M AAPL, MSFT, UNH, XOM, CMCSA 13F-HR 5/5/2023, 04:30 PM
Q4 2022 150 $152M +$4.4M -$1.81M +$2.58M AAPL, UNH, MSFT, XOM, PG 13F-HR 2/9/2023, 04:44 PM
Q3 2022 153 $135M +$4.77M -$1.89M +$2.88M AAPL, UNH, MSFT, XOM, NEE 13F-HR 11/1/2022, 10:21 AM
Q2 2022 155 $144M +$11.4M -$2.11M +$9.33M AAPL, UNH, MSFT, CMCSA, XOM 13F-HR 7/25/2022, 03:46 PM
Q1 2022 168 $157M +$10.6M -$1.73M +$8.82M AAPL, MSFT, UNH, CMCSA, UPS 13F-HR 4/14/2022, 11:26 AM
Q4 2021 166 $156M +$7.76M -$2.06M +$5.7M AAPL, MSFT, UNH, CMCSA, NEE 13F-HR 1/19/2022, 11:31 AM
Q3 2021 158 $139M +$2.8M -$1.11M +$1.69M AAPL, MSFT, CMCSA, UNH, NEE 13F-HR 11/2/2021, 06:11 PM
Q2 2021 155 $140M +$6.05M -$2.03M +$4.01M AAPL, MSFT, CMCSA, UNH, UPS 13F-HR 7/14/2021, 11:13 AM
Q1 2021 149 $129M +$4.64M -$685K +$3.95M AAPL, CMCSA, MSFT, UNH, DIS 13F-HR 4/29/2021, 10:11 AM
Q4 2020 147 $119M AAPL, CMCSA, MSFT, UNH, DIS 13F-HR 2/9/2021, 02:46 PM