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Orion Portfolio Solutions, LLC: OXY position timeline

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

Orion Portfolio Solutions, LLC held 42,389 OXY shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 42,389 shares
    Change vs previous 13F +14,031 shares

    0.02% of the 13F portfolio, value $2,092,287.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 28,358 shares
    Change vs previous 13F -14,378 shares

    0.01% of the 13F portfolio, value $1,401,195.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 42,736 shares
    Change vs previous 13F +3,675 shares

    0.02% of the 13F portfolio, value $2,202,566.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 39,061 shares
    Change vs previous 13F -11,345 shares

    0.03% of the 13F portfolio, value $2,462,054.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 50,406 shares
    Change vs previous 13F -6,647 shares

    0.04% of the 13F portfolio, value $3,275,857.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 57,053 shares
    Change vs previous 13F -7,687 shares

    0.04% of the 13F portfolio, value $3,324,441.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 64,740 shares
    Change vs previous 13F -9,091 shares

    0.05% of the 13F portfolio, value $4,200,353.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 73,831 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,341,294.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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