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CAPTRUST FINANCIAL ADVISORS: OXY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 116,690 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,690 shares
    Change vs previous 13F +15,561 shares

    0.01% of the 13F portfolio, value $5,667,612.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 101,129 shares
    Change vs previous 13F +31,558 shares

    0.01% of the 13F portfolio, value $6,573,532.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 69,571 shares
    Change vs previous 13F -6,196 shares

    0.01% of the 13F portfolio, value $2,860,780.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,767 shares
    Change vs previous 13F +4,762 shares

    0.01% of the 13F portfolio, value $3,579,970.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 71,005 shares
    Change vs previous 13F +5,462 shares

    0.01% of the 13F portfolio, value $2,982,914.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 65,543 shares
    Change vs previous 13F +9,579 shares

    0.01% of the 13F portfolio, value $3,235,186.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 55,964 shares
    Change vs previous 13F +3,041 shares

    0.01% of the 13F portfolio, value $2,765,192.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 52,923 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,727,664.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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