Mitchell & Pahl Private Wealth, LLC Purchases in Q4 2025

Mitchell & Pahl Private Wealth, LLC

  • $228 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
28.2K
+ 107.14%
$48.65 - $54.11 $1.37M - $1.53M
54.5K $2.81M
BANF
Bancfirst Corp

Financial Services
9.8K
New
$108.23 - $127.21 $1.06M - $1.25M
9.8K $1.09M
AMGN
Amgen Inc

Healthcare
36
+ 0.54%
$290.13 - $341.71 $10.4K - $12.3K
6.69K $2.29M
UPS
United Parcel Service Inc

Industrials
301
+ 1.5%
$82.87 - $97.4 $24.9K - $29.3K
20.3K $1.92M
MMM
3 M CO

Industrials
8
+ 0.04%
$148.75 - $171.6 $1.19K - $1.37K
21.5K $3.55M
XOM
Exxon Mobil Corp

Energy
368
+ 1.16%
$110.64 - $119.78 $40.7K - $44.1K
32K $3.77M
PEP
Pepsico Inc

Consumer Defensive
693
+ 5.52%
$138.84 - $153.71 $96.2K - $107K
13.3K $1.96M
PSX
Phillips 66

Energy
429
+ 2.12%
$126.76 - $142.32 $54.4K - $61.1K
20.7K $2.94M
MTDR
Matador Resources CO

Energy
5.15K
+ 28.93%
$37.19 - $45.54 $191K - $234K
22.9K $950K
CB
Chubb LTD

Financial Services
89
+ 1.21%
$268.2 - $296.22 $23.9K - $26.4K
7.47K $2.21M
SBUX
Starbucks Corp

Consumer Cyclical
675
+ 3.39%
$78.46 - $87.26 $53K - $58.9K
20.6K $1.75M
TXN
Texas Instruments Inc

Technology
275
+ 1.88%
N/A
14.9K $2.9M
EXPO
Exponent Inc

Industrials
551
+ 6.88%
$65.27 - $73.66 $36K - $40.6K
8.55K $598K
SMG
Scotts Miracle Gro CO

Basic Materials
658
+ 5.53%
$53.13 - $59.03 $35K - $38.8K
12.5K $711K
SONY
Sony Group Corp

Technology
433
+ 1.09%
$27.71 - $30.26 $12K - $13.1K
40.3K $1.17M
CHE
Chemed Corp

Healthcare
90
+ 6.66%
$429.66 - $465.54 $38.7K - $41.9K
1.44K $628K
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 0.41%
$293.81 - $310.11 $12K - $12.7K
10K $3.06M
SITE
Site One Landscape Supply, Inc.

Industrials
118
+ 2.04%
$116.99 - $132.15 $13.8K - $15.6K
5.92K $760K
XEL
Xcel Energy Inc

Utilities
103
+ 0.4%
$79.6 - $81.85 $8.2K - $8.43K
26K $2.09M
CVX
Chevron Corp

Energy
78
+ 0.55%
$148.9 - $157.72 $11.6K - $12.3K
14.2K $2.19M
BCE
Bce Inc

Communication Services
946
+ 3.22%
$22.29 - $24.26 $21.1K - $22.9K
30.4K $692K
NOC
Northrop Grumman Corp

Industrials
44
+ 9.28%
$558.0 - $637.95 $24.6K - $28.1K
518 $291K
Unilever PLC
17.1K
New
N/A
17.1K $0
Linde PLC
102
+ 1.3%
N/A
7.96K $0
TOTB.DE
Total Energies Se

Energy
4.39K
New
N/A
4.39K $0
Cooper Cos Inc
382
+ 3.79%
N/A
10.5K $0
FDS
Factset Research Systems Inc

Financial Services
76
+ 3.53%
$253.62 - $294.11 $19.3K - $22.4K
2.23K $611K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 0.99%
$910.94 - $954.99 $25.5K - $26.7K
2.86K $2.61M
DEO
Diageo PLC

Consumer Defensive
39
+ 0.57%
$87.26 - $98.67 $3.4K - $3.85K
6.89K $640K
APO
Apollo Global Management, Inc.

Financial Services
80
+ 0.84%
$118.22 - $133.75 $9.46K - $10.7K
9.55K $1.25M
TMUS
T Mobile Us, Inc.

Communication Services
524
+ 9.52%
$201.01 - $233.26 $105K - $122K
6.03K $1.3M
LMT
Lockheed Martin Corp

Industrials
52
+ 3.27%
$452.1 - $514.24 $23.5K - $26.7K
1.64K $772K
CPRT
Copart Inc

Consumer Cyclical
1.09K
+ 5.16%
$39.98 - $45.76 $43.5K - $49.7K
22.1K $909K
SHW
Sherwin Williams CO

Basic Materials
122
+ 1.59%
$330.74 - $354.45 $40.4K - $43.2K
7.78K $2.58M
ITW
Illinois Tool Works Inc

Industrials
293
+ 3.46%
$242.03 - $260.73 $70.9K - $76.4K
8.77K $2.14M
VZ
Verizon Communications Inc

Communication Services
1.94K
+ 3.4%
$38.4 - $43.83 $74.5K - $85.1K
59.1K $2.42M
PG
Procter & Gamble CO

Consumer Defensive
513
+ 2.45%
$145.5 - $153.18 $74.6K - $78.6K
21.5K $3.13M
USB
Us Bancorp \De\

Financial Services
487
+ 0.99%
$45.28 - $48.26 $22.1K - $23.5K
49.7K $2.26M
LII
Lennox International Inc

Industrials
48
+ 1.79%
$471.5 - $554.58 $22.6K - $26.6K
2.73K $1.29M
EFX
Equifax Inc

Industrials
160
+ 4.61%
$204.19 - $253.84 $32.7K - $40.6K
3.63K $752K
WM
Waste Management Inc

Industrials
174
+ 1.15%
$196.77 - $219.98 $34.2K - $38.3K
15.4K $3.21M
SYY
Sysco Corp

Consumer Defensive
557
+ 2.29%
$72.9 - $83.27 $40.6K - $46.4K
24.9K $1.86M
DIS
Walt Disney CO

Communication Services
205
+ 0.89%
$105.69 - $116.65 $21.7K - $23.9K
23.2K $2.45M
T
At&T Inc.

Communication Services
1.26K
+ 1.38%
$24.44 - $27.55 $30.7K - $34.7K
92.3K $2.35M
MDLZ
Mondelez International, Inc.

Consumer Defensive
519
+ 1.21%
$55.57 - $63.17 $28.8K - $32.8K
43.5K $2.42M
ADP
Automatic Data Processing Inc

Industrials
322
+ 3.77%
$250.9 - $292.94 $80.8K - $94.3K
8.87K $2.22M
CMCSA
Comcast Corp

Communication Services
1.31K
+ 1.45%
$26.98 - $31.09 $35.3K - $40.7K
91.9K $2.5M
IP
International Paper CO

Consumer Cyclical
2.14K
+ 4.11%
$36.32 - $49.1 $77.7K - $105K
54.2K $2.03M
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.26%
$358.03 - $397.02 $8.23K - $9.13K
9.04K $3.24M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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