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Disclosery

Atria Investments, Inc: OXY position timeline

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

Atria Investments, Inc held 49,857 OXY shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,857 shares
    Change vs previous 13F -7,219 shares

    0.03% of the 13F portfolio, value $2,758,113.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,076 shares
    Change vs previous 13F -6,560 shares

    0.03% of the 13F portfolio, value $2,772,186.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 63,636 shares
    Change vs previous 13F +8,421 shares

    0.05% of the 13F portfolio, value $4,136,345.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 55,215 shares
    Change vs previous 13F -12,833 shares

    0.03% of the 13F portfolio, value $2,270,428.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 68,048 shares
    Change vs previous 13F -4,269 shares

    0.04% of the 13F portfolio, value $3,215,257.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 72,317 shares
    Change vs previous 13F -3,803 shares

    0.04% of the 13F portfolio, value $3,038,056.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 76,120 shares
    Change vs previous 13F +5,344 shares

    0.05% of the 13F portfolio, value $3,757,308.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 70,776 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,497,030.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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