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Disclosery

Cove Private Wealth, LLC: OXY position timeline

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

Cove Private Wealth, LLC held 13,535 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,535 shares
    Change vs previous 13F +919 shares

    0.13% of the 13F portfolio, value $657,395.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, 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 12,616 shares
    Change vs previous 13F +285 shares

    0.19% of the 13F portfolio, value $820,040.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, 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 12,331 shares
    Change vs previous 13F +2,400 shares

    0.15% of the 13F portfolio, value $507,051.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, 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 9,931 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $469,240.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, 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 9,931 shares
    Change vs previous 13F +5,200 shares

    0.15% of the 13F portfolio, value $417,201.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, 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 4,731 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $233,522.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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