Octavia Wealth Advisors, LLC
Holdings in WTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $82,722 | 50,750 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $57,330 | 31,500 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $43,164 | 26,160 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $42,718 | 27,560 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $38,279 | 23,060 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $46,526 | 21,640 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $46,309 | 21,640 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $52,046 | 19,640 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $59,706 | 18,315 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $52,998 | 12,100 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $46,827 | 12,100 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $61,468 | 12,100 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $67,518 | 12,100 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $105,831 | 18,060 | Shares | Sole | 2022-10-17 |
| 2022-03-31 | $66,697 | 17,460 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $40,794 | 12,630 | Shares | Sole | 2022-01-28 |