证券记录
OXY-WT
名称等待档案录入
40被追踪持有人
-2Δ持有人
800.15K持有股份
$21.36M报告持仓市值
+2新建仓位
−4清仓
动量输入(同类管理人):
持有人广度 -4.8% ·
股份流向 -30.0% ·
净新建仓位 -5.0%
· 公式
广泛减持:持股数量下降,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 150.16K | 新增 | $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 ↗ ×3 |
| 4 | Morgan Stanley ✦ | 93.69K | +10.1% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 5 | Goldman Sachs Group ✦ | 46.91K | +654.8% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 39.90K | 0.0% | $1.06M | 0.0% | Held | 9 | SEC ↗ |
| 7 | Franklin Resources Inc | 31.53K | -0.1% | $839,670 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 21.85K | +6.2% | $581,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 20.54K | -0.3% | $546,901 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Hrt Financial Lp | 19.07K | +237.8% | $507,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 16.69K | -1.0% | $444,374 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 15.73K | +1.0% | $418,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Hsbc Holdings Plc | 13.18K | -0.4% | $361,473 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 11.67K | -1.2% | $310,748 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Ameriprise Financial Inc | 11.46K | -6.4% | $305,293 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 10.02K | +0.9% | $266,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 17 | Commonwealth Equity Services, Llc | 9.28K | -4.3% | $247,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 8.16K | -4.8% | $217,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Toronto Dominion Bank | 5.01K | 0.0% | $179,000 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 6.62K | -33.0% | $176,175 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 2.43K | -2.3% | $64,817 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.98K | -9.8% | $52,780 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 23 | Us Bancorp \De\ | 1.90K | -4.0% | $50,598 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Fifth Third Bancorp | 966 | 0.0% | $25,724 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 908 | 0.0% | $24,180 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 735 | -40.5% | $19,573 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | TD Waterhouse Canada Inc. | 550 | -0.5% | $13,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 437 | +12.9% | $12,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Barclays Plc | 427 | -98.3% | $11,371 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Blair William & Co/Il | 333 | -0.9% | $8,868 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 193 | +3.8% | $5,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Allspring Global Investments… | 93 | 0.0% | $2,469 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 60 | -83.0% | $1,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Danske Bank A/S | 39 | 0.0% | $1,039 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Bank Julius Baer & Co. Ltd, Zurich | 18 | 0.0% | $479 | 0.0% | Held | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 10 | -44.4% | $355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 12 | 0.0% | $320 | 0.0% | Held | 5 | SEC ↗ |
| 38 | Kayne Anderson Rudnick Investment… | 10 | 0.0% | $266 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 10 | 0.0% | $266 | 0.0% | Held | 5 | SEC ↗ |
| 40 | Assetmark, Inc | 1 | 新增 | $27 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| National Pension Service | $4.00M | 0.0% |
| Assetmark, Inc | $27 | 0.0% |
已清仓
| Susquehanna International… | $23.89M | 曾为 0.0% |
| Jane Street Group, Llc | $935,606 | 曾为 0.0% |
| Creative Planning | $704,761 | 曾为 0.0% |
| Truist Financial Corp | $220,807 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 271 持有人, 10.50M 股份, $444.61M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据