Carson Wealth (CWM LLC)’s Oceaneering OII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $738K | Buy |
20,810
+837
| +4% | +$27.1K | ﹤0.01% | 1744 |
|
|
2025
Q4 | $480K | Buy |
19,973
+2,272
| +13% | +$54.9K | ﹤0.01% | 1949 |
|
|
2025
Q3 | $439K | Buy |
17,701
+4,021
| +29% | +$92.2K | ﹤0.01% | 1878 |
|
|
2025
Q2 | $283K | Buy |
13,680
+10,046
| +276% | +$194K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $79K | Sell |
3,634
-3,440
| -49% | -$81.7K | ﹤0.01% | 2618 |
|
|
2024
Q4 | $184K | Buy |
7,074
+139
| +2% | +$3.68K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $172K | Buy |
6,935
+4,323
| +166% | +$111K | ﹤0.01% | 1837 |
|
|
2024
Q2 | $62K | Buy |
2,612
+2,034
| +352% | +$47K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $14K | Sell |
578
-50
| -8% | -$1.05K | ﹤0.01% | 3140 |
|
|
2023
Q4 | $13K | Buy |
628
+91
| +17% | +$2.02K | ﹤0.01% | 3038 |
|
|
2023
Q3 | $14K | Hold |
537
| – | – | ﹤0.01% | 2936 |
|
|
2023
Q2 | $10K | Sell |
537
-4
| -0.7% | -$69 | ﹤0.01% | 3093 |
|
|
2023
Q1 | $10K | Buy |
541
+147
| +37% | +$2.83K | ﹤0.01% | 2958 |
|
|
2022
Q4 | $7K | Sell |
394
-52,621
| -99% | -$699K | ﹤0.01% | 3017 |
|
|
2022
Q3 | $422K | Buy |
53,015
+142
| +0.3% | +$1.33K | ﹤0.01% | 801 |
|
|
2022
Q2 | $565K | Sell |
52,873
-327
| -0.6% | -$4.02K | ﹤0.01% | 703 |
|
|
2022
Q1 | $807K | Sell |
53,200
-34
| -0.1% | -$489 | 0.01% | 616 |
|
|
2021
Q4 | $602K | Buy |
+53,234
| New | +$690K | ﹤0.01% | 681 |
|
|
2021
Q2 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2020
Q4 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2020
Q3 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2020
Q2 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2020
Q1 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2019
Q4 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2019
Q3 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2019
Q2 | $836K | Hold |
53,719
| – | – | 0.01% | 594 |
|
|
2019
Q1 | $836K | Buy |
+53,719
| New | +$832K | 0.01% | 594 |
|
|
2018
Q1 | – | Sell |
-15,768
| Closed | -$333K | – | 1505 |
|
|
2017
Q4 | $333K | Sell |
15,768
-3,682
| -19% | -$78.3K | 0.01% | 297 |
|
|
2017
Q3 | $511K | Buy |
19,450
+289
| +2% | +$7K | 0.02% | 250 |
|
|
2017
Q2 | $438K | Buy |
19,161
+2,119
| +12% | +$53.9K | 0.02% | 250 |
|
|
2017
Q1 | $462K | Buy |
17,042
+2,092
| +14% | +$57.2K | 0.03% | 237 |
|
|
2016
Q4 | $422K | Buy |
14,950
+1,077
| +8% | +$29K | 0.03% | 221 |
|
|
2016
Q3 | $382K | Buy |
13,873
+1,518
| +12% | +$42K | 0.03% | 217 |
|
|
2016
Q2 | $369K | Sell |
12,355
-125
| -1% | -$4.08K | 0.03% | 214 |
|
|
2016
Q1 | $415K | Buy |
12,480
+4,923
| +65% | +$153K | 0.04% | 197 |
|
|
2015
Q4 | $284K | Buy |
7,557
+2,403
| +47% | +$103K | 0.03% | 204 |
|
|
2015
Q3 | $202K | Buy |
+5,154
| New | +$214K | 0.02% | 208 |
|
Other funds holding OII
MSIIA
Carson Wealth (CWM LLC)'s OII Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Oceaneering (OII) stake by 4.2% in Q1 2026, buying an estimated $27.1K and bringing the position to 20,810 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.
Carson Wealth (CWM LLC) first reported a position in OII in Q3 2015 and has held it in 38 quarters since. The position peaked at $836K in Q2 2021. 367 funds tracked by Wall St. Rank hold OII as of Q1 2026.
- Carson Wealth (CWM LLC) held 20,810 shares of Oceaneering worth $738K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 837 Oceaneering shares in Q1 2026, an estimated $27.1K.
- Oceaneering made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1744 holding.
- Carson Wealth (CWM LLC) first reported a position in Oceaneering in Q3 2015 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Oceaneering position peaked at $836K in Q2 2021.
- 367 funds tracked by Wall St. Rank held Oceaneering as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.