Skip to content
Disclosery

Clearstead Advisors, LLC: OXY position timeline

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

Clearstead Advisors, LLC held 10,923 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,923 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $530,531.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 10,958 shares
    Change vs previous 13F +3,948 shares

    0.01% of the 13F portfolio, value $712,270.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 7,010 shares
    Change vs previous 13F -5,832 shares

    <0.01% of the 13F portfolio, value $288,267.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 12,842 shares
    Change vs previous 13F -1,721 shares

    0.01% of the 13F portfolio, value $606,780.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 14,563 shares
    Change vs previous 13F +2,311 shares

    0.01% of the 13F portfolio, value $611,800.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 12,252 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $604,779.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 12,466 shares
    Change vs previous 13F -6,679 shares

    0.01% of the 13F portfolio, value $615,938.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 19,145 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $986,735.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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