BWM PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLB | 65K | $1.04M |
 | WFC | 61K | $5.72M |
 | CTRA | 52K | $1.38M |
 | XOM | 50K | $6.07M |
 | AAPL | 50K | $13.48M |
 | HP | 36K | $1.04M |
 | KOS | 32K | $28.94K |
 | WES | 28K | $1.12M |
 | CVX | 19K | $2.87M |
 | TALO | 18K | $202.56K |
 | INTC | 17K | $637.88K |
 | HAL | 14K | $404.43K |
 | ET | 13K | $215.89K |
 | BRK-B | 10K | $5.22M |
 | PSX | 8K | $1.02M |
 | JNJ | 6K | $1.34M |
 | JPM | 5K | $1.60M |
 | WMB | 4K | $261.45K |
 | HD | 4K | $1.43M |
 | PEP | 4K | $571.68K |
Core Laboratories N.V.
CLB
Shares Held
65K
Value
$1.04M
Wells Fargo & Company
WFC
Shares Held
61K
Value
$5.72M
Coterra Energy Inc.
CTRA
Shares Held
52K
Value
$1.38M
Exxon Mobil Corporation
XOM
Shares Held
50K
Value
$6.07M
Apple Inc.
AAPL
Shares Held
50K
Value
$13.48M
Helmerich & Payne, Inc.
HP
Shares Held
36K
Value
$1.04M
Kosmos Energy Ltd.
KOS
Shares Held
32K
Value
$28.94K
Western Midstream Partners, LP
WES
Shares Held
28K
Value
$1.12M
Chevron Corporation
CVX
Shares Held
19K
Value
$2.87M
Talos Energy Inc.
TALO
Shares Held
18K
Value
$202.56K
Intel Corporation
INTC
Shares Held
17K
Value
$637.88K
Halliburton Company
HAL
Shares Held
14K
Value
$404.43K
Energy Transfer LP
ET
Shares Held
13K
Value
$215.89K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$5.22M
Phillips 66
PSX
Shares Held
8K
Value
$1.02M
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.34M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.60M
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$261.45K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.43M
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$571.68K