Skip to content
Disclosery

Independent Advisor Alliance: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on OXY, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 27,365 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,365 shares
    Change vs previous 13F +3,364 shares

    0.03% of the 13F portfolio, value $1,329,129.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 24,001 shares
    Change vs previous 13F -2,091 shares

    0.02% of the 13F portfolio, value $1,560,074.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 26,092 shares
    Change vs previous 13F +276 shares

    0.03% of the 13F portfolio, value $1,072,886.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 25,816 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $1,219,789.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 25,848 shares
    Change vs previous 13F -1,474 shares

    0.03% of the 13F portfolio, value $1,085,892.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 27,322 shares
    Change vs previous 13F +2,289 shares

    0.04% of the 13F portfolio, value $1,348,589.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 25,033 shares
    Change vs previous 13F -23,898 shares

    0.02% of the 13F portfolio, value $1,236,857.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 48,931 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,521,911.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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