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Disclosery

Everhart Financial Group, Inc.: OXY position timeline

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

Everhart Financial Group, Inc. held 12,848 OXY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,848 shares
    Change vs previous 13F +1,074 shares

    0.04% of the 13F portfolio, value $710,751.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,774 shares
    Change vs previous 13F +685 shares

    0.04% of the 13F portfolio, value $571,863.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,089 shares
    Change vs previous 13F +3,001 shares

    0.06% of the 13F portfolio, value $720,785.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,088 shares
    Change vs previous 13F -2,969 shares

    0.03% of the 13F portfolio, value $332,579.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,057 shares
    Change vs previous 13F +983 shares

    0.05% of the 13F portfolio, value $522,443.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,074 shares
    Change vs previous 13F +392 shares

    0.05% of the 13F portfolio, value $423,209.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,682 shares
    Change vs previous 13F +3,823 shares

    0.07% of the 13F portfolio, value $477,904.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,859 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $289,493.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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