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Security record · archived quarter

OXY-WT

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
43Tracked holders
+2Δ holders
1.23MShares held
$52.68MReported value
+5New positions
−3Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.9% · share flow +6.5% · net new positions +4.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 +1 5.99K $228,079 +1 n/a
Q2 2026 40 -2 800.15K $21.36M +2 −4
Q1 2026 43 +2 1.23M $52.68M +5 −3
Q4 2025 41 0 1.16M $22.26M n/a n/a
Q3 2025 4 0 116.06K $2.96M n/a n/a
Q2 2025 3 -1 40.06K $829,581 n/a −1
Q1 2025 2 0 49.34K $1.37M +1 −1
Q4 2024 2 0 14.29M $393.76M n/a n/a
Q3 2024 2 -1 14.29M $424.83M n/a −1
Q2 2024 3 n/a 14.35M $590.63M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Susquehanna International Group, Llp 556.89K 0.0% $23.89M 0.0% ▼ Trim 2 SEC ↗
2 Mariner, LLC 147.51K New $6.33M 0.0% New 1 SEC ↗
3 Bank Of America Corp /De/ 120.75K +44.4% $5.18M 0.0% ▲ Add 2 SEC ↗ ×4
4 Morgan Stanley ✦ 85.14K -3.6% $3.65M 0.0% ▼ Trim 3 SEC ↗ ×7
5 D. E. Shaw & Co. ✦ 39.90K 0.0% $1.71M 0.0% Held 8 SEC ↗
6 Franklin Resources Inc 31.56K 0.0% $1.35M 0.0% Held 2 SEC ↗ ×2
7 Barclays Plc 25.50K +0.4% $1.09M 0.0% ▲ Add 2 SEC ↗ ×3
8 Jane Street Group, Llc 21.81K +58.5% $935,606 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 20.61K -6.5% $884,040 0.0% ▼ Trim 2 SEC ↗ ×2
10 LPL Financial LLC 20.56K +2.1% $882,194 0.0% ▲ Add 2 SEC ↗
11 UBS Group AG 16.86K +1.9% $723,423 0.0% ▲ Add 2 SEC ↗ ×2
12 Creative Planning 16.43K +0.4% $704,761 0.0% ▲ Add 2 SEC ↗
13 Envestnet Asset Management Inc 15.58K +8.7% $668,246 0.0% ▲ Add 2 SEC ↗
14 Hsbc Holdings Plc 13.23K -50.0% $574,162 0.0% ▼ Trim 2 SEC ↗ ×2
15 Ameriprise Financial Inc 12.25K -1.1% $525,600 0.0% ▼ Trim 2 SEC ↗ ×2
16 Wells Fargo & Company/Mn 11.81K -73.5% $506,680 0.0% ▼ Trim 2 SEC ↗ ×4
17 Royal Bank Of Canada 9.93K -9.5% $425,000 0.0% ▼ Trim 2 SEC ↗ ×7
18 Osaic Holdings, Inc. 9.88K -11.6% $423,797 0.0% ▼ Trim 2 SEC ↗ ×2
19 Commonwealth Equity Services, Llc 9.70K -9.5% $416,155 0.0% ▼ Trim 2 SEC ↗
20 Cetera Investment Advisers 8.57K New $367,884 0.0% New 1 SEC ↗
21 Goldman Sachs Group ✦ 6.21K New $266,581 0.0% New 1 SEC ↗
22 Hrt Financial Lp 5.65K New $242,000 0.0% New 1 SEC ↗
23 Truist Financial Corp 5.15K New $220,807 0.0% New 1 SEC ↗ ×3
24 Cwm, Llc 2.54K -3.5% $108,966 0.0% ▼ Trim 2 SEC ↗
25 Northwestern Mutual Wealth… 2.49K +0.1% $106,906 0.0% ▲ Add 2 SEC ↗
26 Pnc Financial Services Group, Inc. 2.20K -4.2% $94,252 0.0% ▼ Trim 2 SEC ↗ ×5
27 Toronto Dominion Bank 5.01K 0.0% $89,000 0.0% Held 2 SEC ↗
28 Us Bancorp \De\ 1.98K -8.3% $84,899 0.0% ▼ Trim 2 SEC ↗ ×3
29 Bank Of Montreal /Can/ 1.24K -7.3% $52,982 0.0% ▼ Trim 2 SEC ↗ ×4
30 Fifth Third Bancorp 966 +468.2% $41,442 0.0% ▲ Add 2 SEC ↗
31 Bnp Paribas Financial Markets 908 +56.8% $38,953 0.0% ▲ Add 2 SEC ↗
32 TD Waterhouse Canada Inc. 553 +86.2% $21,602 0.0% ▲ Add 2 SEC ↗
33 Jones Financial Companies Lllp 387 +1.3% $16,776 0.0% ▲ Add 2 SEC ↗
34 Rockefeller Capital Management L.P. 353 +283.7% $15,144 0.0% ▲ Add 2 SEC ↗
35 Blair William & Co/Il 336 -60.7% $14,414 0.0% ▼ Trim 2 SEC ↗
36 Russell Investments Group, Ltd. 186 0.0% $7,979 0.0% Held 2 SEC ↗
37 Allspring Global Investments… 93 0.0% $3,814 0.0% Held 2 SEC ↗
38 Danske Bank A/S 39 0.0% $1,673 0.0% Held 2 SEC ↗
39 National Bank Of Canada /Fi/ 18 0.0% $925 0.0% Held 2 SEC ↗ ×2
40 Bank Julius Baer & Co. Ltd, Zurich 18 0.0% $772 0.0% Held 2 SEC ↗
41 BlackRock ✦ (passive) 12 0.0% $515 0.0% Held 4 SEC ↗
42 Kayne Anderson Rudnick Investment… 10 0.0% $429 0.0% Held 2 SEC ↗
43 Fidelity (FMR) ✦ 10 0.0% $429 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Mariner, LLC $6.33M 0.0%
Cetera Investment Advisers $367,884 0.0%
Goldman Sachs Group $266,581 0.0%
Hrt Financial Lp $242,000 0.0%
Truist Financial Corp $220,807 0.0%

Exited

Stifel Financial Corp $1.39M was 0.0%
Captrust Financial Advisors $390,927 was 0.0%
Assetmark, Inc $539 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 271 holders, 10.50M shares, $444.61M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API