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Bell & Brown Wealth Advisors, LLC: OXY position timeline

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

Bell & Brown Wealth Advisors, LLC held 93,601 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,601 shares
    Change vs previous 13F +914 shares

    1.38% of the 13F portfolio, value $4,546,189.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, 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 92,687 shares
    Change vs previous 13F -322 shares

    1.95% of the 13F portfolio, value $6,024,684.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, 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/A 93,009 shares
    Change vs previous 13F +3,428 shares

    1.23% of the 13F portfolio, value $3,824,512.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, 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 89,581 shares
    Change vs previous 13F +2,613 shares

    1.39% of the 13F portfolio, value $4,232,703.

    13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth Advisors, 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 86,968 shares
    Change vs previous 13F +1,362 shares

    1.3% of the 13F portfolio, value $3,647,493.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, 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 85,606 shares
    Change vs previous 13F +15,355 shares

    1.65% of the 13F portfolio, value $4,225,544.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, 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 70,251 shares
    Change vs previous 13F +26,103 shares

    1.29% of the 13F portfolio, value $3,471,133.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, 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 44,148 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,275,421.

    13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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