PJWM
VAL icon

Philip James Wealth Mangement’s Valaris VAL Stock Holding History

Philip James Wealth Mangement’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
5,054
-1,819
-26% -$169K 0.04% 119
2026
Q1 		$674K Sell
6,873
-104
-1% -$8.1K 0.08% 97
2025
Q4 		$352K Buy
6,977
+576
+9% +$30.9K 0.04% 141
2025
Q3 		$312K Buy
+6,401
New +$312K 0.04% 146

Other funds holding VAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Philip James Wealth Mangement's VAL Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Valaris (VAL) stake by 26% in Q2 2026, selling an estimated $169K and leaving 5,054 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #119.

Philip James Wealth Mangement first reported a position in VAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $674K in Q1 2026. 336 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Philip James Wealth Mangement held 5,054 shares of Valaris worth $367K as of Q2 2026.
  • Philip James Wealth Mangement sold 1,819 Valaris shares in Q2 2026, an estimated $169K.
  • Valaris made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #119 holding.
  • Philip James Wealth Mangement first reported a position in Valaris in Q3 2025 and has held it in 4 quarters since.
  • Philip James Wealth Mangement's Valaris position peaked at $674K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.