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Disclosery

Concorde Financial Corp: OXY position timeline

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

Concorde Financial Corp held 135,775 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,775 shares
    Change vs previous 13F -2,387 shares

    5.34% of the 13F portfolio, value $6,630,340.

    13F-HR 0001420506-26-001711 filed by Concorde Financial Corp
    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 138,162 shares
    Change vs previous 13F +2,420 shares

    7.08% of the 13F portfolio, value $9,016,568.

    13F-HR 0001420506-26-001090 filed by Concorde Financial Corp
    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 135,742 shares
    Change vs previous 13F +26,080 shares

    4.76% of the 13F portfolio, value $6,143,683.

    13F-HR 0001420506-26-000485 filed by Concorde Financial Corp
    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 109,662 shares
    Change vs previous 13F -9,006 shares

    2.87% of the 13F portfolio, value $5,181,530.

    13F-HR 0001420506-25-003268 filed by Concorde Financial Corp
    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 118,668 shares
    Change vs previous 13F +3,958 shares

    2.95% of the 13F portfolio, value $4,985,243.

    13F-HR 0001420506-25-002025 filed by Concorde Financial Corp
    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 114,710 shares
    Change vs previous 13F +5,813 shares

    3.12% of the 13F portfolio, value $5,662,086.

    13F-HR 0001420506-25-001064 filed by Concorde Financial Corp
    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 108,897 shares
    Change vs previous 13F -1,874 shares

    3.22% of the 13F portfolio, value $5,405,517.

    13F-HR 0001420506-25-000463 filed by Concorde Financial Corp
    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 110,771 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $5,733,507.

    13F-HR 0001420506-24-002474 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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