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Disclosery

Apella Capital, LLC: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on OXY, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 8,979 OXY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,979 shares
    Change vs previous 13F +1,855 shares

    0.01% of the 13F portfolio, value $522,684.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,124 shares
    Change vs previous 13F -286 shares

    0.01% of the 13F portfolio, value $368,188.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,410 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $398,569.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,019 shares
    Change vs previous 13F +233 shares

    0.01% of the 13F portfolio, value $288,627.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,786 shares
    Change vs previous 13F +677 shares

    0.01% of the 13F portfolio, value $278,513.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,109 shares
    Change vs previous 13F +520 shares

    0.01% of the 13F portfolio, value $264,807.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,589 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $224,854.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,527 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $273,072.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).