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Florida Trust Wealth Management Co: OXY position timeline

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

Florida Trust Wealth Management Co held 18,644 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,644 shares
    Change vs previous 13F -467 shares

    0.02% of the 13F portfolio, value $905,539.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 19,111 shares
    Change vs previous 13F +3,587 shares

    0.03% of the 13F portfolio, value $1,242,215.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 15,524 shares
    Change vs previous 13F -5,320 shares

    0.02% of the 13F portfolio, value $638,347.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 20,844 shares
    Change vs previous 13F +642 shares

    0.03% of the 13F portfolio, value $984,879.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 20,202 shares
    Change vs previous 13F -2,590 shares

    0.03% of the 13F portfolio, value $848,686.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 22,792 shares
    Change vs previous 13F +4,530 shares

    0.04% of the 13F portfolio, value $1,125,013.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 18,262 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $902,325.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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