Effectdossier
OXY-WT
naam in afwachting van profielverwerking
40Gevolgde houders
-2Δ houders
800.15KGehouden aandelen
$21.36MGerapporteerde waarde
+2Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.8% ·
aandelenstroom -30.0% ·
netto nieuwe posities -5.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 4 | 0 | 116.06K | $2.96M | — | — |
| Q2 2025 | 3 | -1 | 40.06K | $829,581 | — | −1 |
| Q1 2025 | 2 | 0 | 49.34K | $1.37M | +1 | −1 |
| Q4 2024 | 2 | 0 | 14.29M | $393.76M | — | — |
| Q3 2024 | 2 | -1 | 14.29M | $424.83M | — | −1 |
| Q2 2024 | 3 | — | 14.35M | $590.63M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 150.16K | Nieuw | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 2 | Mariner, LLC | 147.67K | +0.1% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 109.89K | -9.0% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 109.89K | -9.0% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 109.89K | -9.0% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 46.91K | +654.8% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 39.90K | 0.0% | $1.06M | 0.0% | Held | 9 | SEC ↗ |
| 16 | Franklin Resources Inc | 31.53K | -0.1% | $839,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Franklin Resources Inc | 31.53K | -0.1% | $839,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 21.85K | +6.2% | $581,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 20.54K | -0.3% | $546,901 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 20.54K | -0.3% | $546,901 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 19.07K | +237.8% | $507,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 16.69K | -1.0% | $444,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 16.69K | -1.0% | $444,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 15.73K | +1.0% | $418,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 13.18K | -0.4% | $361,473 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 11.67K | -1.2% | $310,748 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 11.67K | -1.2% | $310,748 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 11.67K | -1.2% | $310,748 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 11.67K | -1.2% | $310,748 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 11.46K | -6.4% | $305,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 11.46K | -6.4% | $305,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 9.28K | -4.3% | $247,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Cetera Investment Advisers | 8.16K | -4.8% | $217,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Toronto Dominion Bank | 5.01K | 0.0% | $179,000 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 6.62K | -33.0% | $176,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 6.62K | -33.0% | $176,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 2.43K | -2.3% | $64,817 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 1.90K | -4.0% | $50,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Us Bancorp \De\ | 1.90K | -4.0% | $50,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 1.90K | -4.0% | $50,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 966 | 0.0% | $25,724 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 908 | 0.0% | $24,180 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 735 | -40.5% | $19,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 735 | -40.5% | $19,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 735 | -40.5% | $19,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 735 | -40.5% | $19,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 550 | -0.5% | $13,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Jones Financial Companies Lllp | 437 | +12.9% | $12,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Barclays Plc | 427 | -98.3% | $11,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Barclays Plc | 427 | -98.3% | $11,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Barclays Plc | 427 | -98.3% | $11,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Blair William & Co/Il | 333 | -0.9% | $8,868 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 193 | +3.8% | $5,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Allspring Global Investments… | 93 | 0.0% | $2,469 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 60 | -83.0% | $1,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Danske Bank A/S | 39 | 0.0% | $1,039 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Bank Julius Baer & Co. Ltd, Zurich | 18 | 0.0% | $479 | 0.0% | Held | 3 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 10 | -44.4% | $355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | BlackRock ✦ (passief) | 12 | 0.0% | $320 | 0.0% | Held | 5 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 10 | 0.0% | $266 | 0.0% | Held | 5 | SEC ↗ |
| 74 | Kayne Anderson Rudnick Investment… | 10 | 0.0% | $266 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Assetmark, Inc | 1 | Nieuw | $27 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| National Pension Service | $4.00M | 0.0% |
| Assetmark, Inc | $27 | 0.0% |
Verlaten
| Susquehanna International… | $23.89M | was 0.0% |
| Jane Street Group, Llc | $935,606 | was 0.0% |
| Creative Planning | $704,761 | was 0.0% |
| Truist Financial Corp | $220,807 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 271 houders, 10.50M aandelen, $444.61M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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