Back to OXY-WT
Philip James Wealth Mangement, LLC → OXY-WT
Philip James Wealth Mangement, LLC OXY-WT Position History
OXY-WT
Quarters held
8
Latest value
$32.5M
Q3 2026
Peak value
$50M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.1M |
| Q4 2025 | $23.7M |
| Q1 2026 | $27.5M |
| Q1 2026 | $50M |
| Q2 2026 | $20.4M |
| Q2 2026 | $27.3M |
| Q3 2026 | $22.7M |
| Q3 2026 | $32.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.5M | 976.9K | — | — |
| Q3 2026 | $22.7M | 410.9K | — | — |
| Q2 2026 | $27.3M | 1.02M | — | — |
| Q2 2026 | $20.4M | 419.2K | — | — |
| Q1 2026 | $50M | 1.17M | — | — |
| Q1 2026 | $27.5M | 423.3K | — | — |
| Q4 2025 | $23.7M | 1.23M | — | — |
| Q4 2025 | $17.1M | 415.5K | — | — |
Other funds holding OXY-WT
$17.2B
$16.1B
$16.1B
$14.6B
$14.5B
$14.5B
$13.2B
$13.1B