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Disclosery

Guardian Wealth Management, Inc.: OXY position timeline

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

Guardian Wealth Management, Inc. held 107,695 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,695 shares
    Change vs previous 13F +273 shares

    2.57% of the 13F portfolio, value $5,230,752.

    13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
    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 107,422 shares
    Change vs previous 13F +66,136 shares

    3.81% of the 13F portfolio, value $6,982,450.

    13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
    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 41,286 shares
    Change vs previous 13F -64,120 shares

    1% of the 13F portfolio, value $1,697,693.

    13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 105,406 shares
    Change vs previous 13F +1,316 shares

    2.94% of the 13F portfolio, value $4,980,450.

    13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 104,090 shares
    Change vs previous 13F +50,887 shares

    2.91% of the 13F portfolio, value $4,372,811.

    13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,203 shares
    Change vs previous 13F +34,725 shares

    1.75% of the 13F portfolio, value $2,626,121.

    13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
    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 18,478 shares
    Change vs previous 13F -33,212 shares

    0.62% of the 13F portfolio, value $913,006.

    13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,690 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $2,664,103.

    13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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