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Disclosery

Moran Wealth Management, LLC: OXY position timeline

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

Moran Wealth Management, LLC held 56,913 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,913 shares
    Change vs previous 13F -180 shares

    0.08% of the 13F portfolio, value $2,764,264.

    13F-HR 0001965334-26-000004 filed by Moran 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 57,093 shares
    Change vs previous 13F +17,786 shares

    0.11% of the 13F portfolio, value $3,711,045.

    13F-HR 0002085853-26-000507 filed by Moran 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 39,307 shares
    Change vs previous 13F +14,424 shares

    0.05% of the 13F portfolio, value $1,616,304.

    13F-HR 0002085853-26-000091 filed by Moran 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 24,883 shares
    Change vs previous 13F +1,698 shares

    0.04% of the 13F portfolio, value $1,175,723.

    13F-HR 0002085853-25-000149 filed by Moran 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 23,185 shares
    Change vs previous 13F +1,106 shares

    0.03% of the 13F portfolio, value $974,003.

    13F-HR 0001667731-25-000988 filed by Moran 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 22,079 shares
    Change vs previous 13F +2,035 shares

    0.04% of the 13F portfolio, value $1,089,819.

    13F-HR 0001667731-25-000498 filed by Moran 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 20,044 shares
    Change vs previous 13F -2,018 shares

    0.03% of the 13F portfolio, value $990,374.

    13F-HR 0001667731-25-000219 filed by Moran 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 22,062 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,137,075.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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