ORCL β€” ORACLE CORP

Ownership history in Phillip James Consulting Co.  Β·  1 quarter on record

AI Ownership Summary

Phillip James Consulting Co. reported ORACLE CORP (ORCL) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows ORCL at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phillip James Consulting Co.'s position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Phillip James Consulting Co. held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 344 β€” β€” 1.09% $62K 2026-02-14 (Est.) $160.14

FAQ About Phillip James Consulting Co. and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phillip James Consulting Co. reported owning ORCL?

Phillip James Consulting Co. reported ORCL across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported ORCL position in Phillip James Consulting Co.'s portfolio?

The largest reported portfolio weight for ORCL was 1.09% in 2025 Q4.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Phillip James Consulting Co. reported 344 shares, equal to 1.09% of portfolio, with an estimated market value of $62K.

What does the chart on this ORCL ownership page compare?

The chart compares Phillip James Consulting Co.'s quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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