BWM PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLB | 65K | $803.84K |
 | WFC | 61K | $5.14M |
 | CTRA | 52K | $1.24M |
 | AAPL | 49K | $12.50M |
 | XOM | 38K | $4.33M |
 | HP | 36K | $803.81K |
 | KOS | 32K | $52.95K |
 | WES | 28K | $1.11M |
 | CVX | 18K | $2.79M |
 | INTC | 17K | $577.96K |
 | ET | 13K | $220.44K |
 | HAL | 12K | $306.02K |
 | T | 12K | $331.76K |
 | BRK-B | 10K | $5.16M |
 | PSX | 8K | $1.08M |
 | JNJ | 6K | $1.16M |
 | JPM | 5K | $1.50M |
 | WMB | 4K | $278.14K |
 | HD | 4K | $1.69M |
 | PEP | 4K | $558.15K |
Core Laboratories N.V.
CLB
Shares Held
65K
Value
$803.84K
Wells Fargo & Company
WFC
Shares Held
61K
Value
$5.14M
Coterra Energy Inc.
CTRA
Shares Held
52K
Value
$1.24M
Apple Inc.
AAPL
Shares Held
49K
Value
$12.50M
Exxon Mobil Corporation
XOM
Shares Held
38K
Value
$4.33M
Helmerich & Payne, Inc.
HP
Shares Held
36K
Value
$803.81K
Kosmos Energy Ltd.
KOS
Shares Held
32K
Value
$52.95K
Western Midstream Partners, LP
WES
Shares Held
28K
Value
$1.11M
Chevron Corporation
CVX
Shares Held
18K
Value
$2.79M
Intel Corporation
INTC
Shares Held
17K
Value
$577.96K
Energy Transfer LP
ET
Shares Held
13K
Value
$220.44K
Halliburton Company
HAL
Shares Held
12K
Value
$306.02K
AT&T Inc.
T
Shares Held
12K
Value
$331.76K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$5.16M
Phillips 66
PSX
Shares Held
8K
Value
$1.08M
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.16M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.50M
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$278.14K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.69M
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$558.15K