Petros Family Wealth, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Petros Family Wealth, LLC opened 10 positions, added to 43, reduced 40, sold out of 9 and left 1 unchanged. The largest increase in value was KLAC (+$2,280,170); the largest decrease was CVX (-$507,733).
- CVX: Country of operation United States; Class COM; Shares 2026-03-31 2,454; Shares 2026-06-30 0.
- PPG: Country of operation United States; Class COM; Shares 2026-03-31 2,513; Shares 2026-06-30 0.
- AZN: Country of operation —; Class ORD; Shares 2026-03-31 1,277; Shares 2026-06-30 0.
- HD: Country of operation United States; Class COM; Shares 2026-03-31 750; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2004963): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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