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Avior Wealth Management, LLC: OXY position timeline

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

Avior Wealth Management, LLC held 14,847 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,847 shares
    Change vs previous 13F +786 shares

    0.02% of the 13F portfolio, value $760,859.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,061 shares
    Change vs previous 13F -5,156 shares

    0.03% of the 13F portfolio, value $930,603.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,217 shares
    Change vs previous 13F -2,607 shares

    0.03% of the 13F portfolio, value $840,417.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,824 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $1,072,752.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,232 shares
    Change vs previous 13F -21,176 shares

    0.03% of the 13F portfolio, value $982,933.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,408 shares
    Change vs previous 13F -15,823 shares

    0.08% of the 13F portfolio, value $2,181,255.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 59,231 shares
    Change vs previous 13F -910 shares

    0.11% of the 13F portfolio, value $2,965,201.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 60,141 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,135,256.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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