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Disclosery

Merit Financial Group, LLC: OXY position timeline

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

Merit Financial Group, LLC held 51,477 OXY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 51,477 shares
    Change vs previous 13F +15,760 shares

    0.02% of the 13F portfolio, value $2,500,266.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 35,717 shares
    Change vs previous 13F +21,514 shares

    0.02% of the 13F portfolio, value $2,321,596.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 14,203 shares
    Change vs previous 13F -1,986 shares

    <0.01% of the 13F portfolio, value $584,026.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 16,189 shares
    Change vs previous 13F +4,580 shares

    0.01% of the 13F portfolio, value $764,934.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 11,609 shares
    Change vs previous 13F -645 shares

    0.01% of the 13F portfolio, value $487,683.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 12,254 shares
    Change vs previous 13F +4,270 shares

    0.01% of the 13F portfolio, value $604,877.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 7,984 shares
    Change vs previous 13F +2,865 shares

    0.01% of the 13F portfolio, value $394,465.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 5,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,822.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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