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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on OXY, newest first. How the timeline and the estimate are built.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 66,845 OXY shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 66,845 shares
    Change vs previous 13F -1,753 shares

    0.65% of the 13F portfolio, value $4,213,223.

    13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2024-03-31
    13F 68,598 shares
    Change vs previous 13F +403 shares

    0.71% of the 13F portfolio, value $4,458,178.

    13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-12-31
    13F 68,195 shares
    Change vs previous 13F -4,995 shares

    0.67% of the 13F portfolio, value $4,071,895.

    13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-09-30
    13F 73,190 shares
    Change vs previous 13F -1,644 shares

    0.78% of the 13F portfolio, value $4,748,587.

    13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-06-30
    13F 74,834 shares
    Change vs previous 13F -8,144 shares

    0.72% of the 13F portfolio, value $4,400,264.

    13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-03-31
    13F 82,978 shares
    Change vs previous 13F +258 shares

    0.86% of the 13F portfolio, value $5,180,330.

    13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-12-31
    13F 82,720 shares
    Change vs previous 13F -37,514 shares

    0.87% of the 13F portfolio, value $5,210,548.

    13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-09-30
    13F 120,234 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $7,388,000.

    13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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