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Disclosery

HB Wealth Management, LLC: OXY position timeline

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

HB Wealth Management, LLC held 40,600 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,600 shares
    Change vs previous 13F +5,315 shares

    0.01% of the 13F portfolio, value $1,971,954.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 35,285 shares
    Change vs previous 13F +12,426 shares

    0.01% of the 13F portfolio, value $2,293,587.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 22,859 shares
    Change vs previous 13F -1,041 shares

    0.01% of the 13F portfolio, value $939,966.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 23,900 shares
    Change vs previous 13F +3,533 shares

    0.01% of the 13F portfolio, value $1,129,297.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 20,367 shares
    Change vs previous 13F -2,106 shares

    0.01% of the 13F portfolio, value $855,635.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 22,473 shares
    Change vs previous 13F -187 shares

    0.01% of the 13F portfolio, value $1,109,298.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 22,660 shares
    Change vs previous 13F +5,290 shares

    0.01% of the 13F portfolio, value $1,119,656.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 17,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $895,252.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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