IEQ CAPITAL, LLC: OXY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on OXY, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 324,718 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 324,718 sharesChange vs previous 13F +60,257 shares
0.07% of the 13F portfolio, value $15,771,587.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 264,461 sharesChange vs previous 13F +243,510 shares
0.08% of the 13F portfolio, value $17,189,976.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,951 sharesChange vs previous 13F -66,125 shares
<0.01% of the 13F portfolio, value $861,496.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,076 sharesChange vs previous 13F +14,423 shares
0.01% of the 13F portfolio, value $4,114,369.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,653 sharesChange vs previous 13F -4,570 shares
0.02% of the 13F portfolio, value $3,052,146.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,223 sharesChange vs previous 13F +41,465 shares
0.03% of the 13F portfolio, value $3,811,711.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,758 sharesChange vs previous 13F -6,658 shares
0.02% of the 13F portfolio, value $1,766,833.
13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 42,416 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,186,160.
13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).