Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

OXY holding history

Occidental Petroleum Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OXY overview All 13F holders of OXY Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of OXY by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−5,454−100.0%	Sold out	Holders
Q3 2024	5,454	$281.1K	<0.1%	+169+3.2%	Added	Holders
Q2 2024	5,285	$333.1K	<0.1%	−655−11.0%	Reduced	Holders
Q1 2024	5,940	$386.0K	<0.1%	+5,940	New	Holders