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Disclosery

Palumbo Wealth Management LLC: OXY position timeline

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

Palumbo Wealth Management LLC held 23,956 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 23,956 shares
    Change vs previous 13F -169 shares

    0.24% of the 13F portfolio, value $1,163,561.

    13F-HR 0001951757-26-001230 filed by Palumbo 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 24,125 shares
    Change vs previous 13F -1,520 shares

    0.38% of the 13F portfolio, value $1,568,144.

    13F-HR 0001951757-26-000821 filed by Palumbo 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 25,645 shares
    Change vs previous 13F -11,529 shares

    0.26% of the 13F portfolio, value $1,054,505.

    13F-HR 0001951757-26-000262 filed by Palumbo 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 37,174 shares
    Change vs previous 13F -842 shares

    0.56% of the 13F portfolio, value $1,756,460.

    13F-HR 0001951757-25-001362 filed by Palumbo 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 38,016 shares
    Change vs previous 13F -103 shares

    0.49% of the 13F portfolio, value $1,597,047.

    13F-HR 0001951757-25-000827 filed by Palumbo 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 38,119 shares
    Change vs previous 13F +9,710 shares

    0.63% of the 13F portfolio, value $1,881,539.

    13F-HR 0001951757-25-000421 filed by Palumbo 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 28,409 shares
    Change vs previous 13F +2,951 shares

    0.52% of the 13F portfolio, value $1,403,674.

    13F-HR 0001951757-25-000159 filed by Palumbo 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 25,458 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,312,109.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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