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Perigon Wealth Management, LLC: OXY position timeline

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

Perigon Wealth Management, LLC held 805,578 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 805,578 shares
    Change vs previous 13F +1,595 shares

    0.62% of the 13F portfolio, value $39,126,924.

    13F-HR 0001951757-26-001189 filed by Perigon 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 803,983 shares
    Change vs previous 13F -344 shares

    0.95% of the 13F portfolio, value $52,258,895.

    13F-HR 0001951757-26-000567 filed by Perigon 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 804,327 shares
    Change vs previous 13F -4,330 shares

    0.59% of the 13F portfolio, value $33,073,926.

    13F-HR 0001951757-26-000202 filed by Perigon 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 808,657 shares
    Change vs previous 13F -632 shares

    0.78% of the 13F portfolio, value $38,209,045.

    13F-HR 0001951757-25-001161 filed by Perigon 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 809,289 shares
    Change vs previous 13F -1,724 shares

    0.79% of the 13F portfolio, value $33,998,230.

    13F-HR 0001951757-25-000869 filed by Perigon 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 811,013 shares
    Change vs previous 13F -427 shares

    1.03% of the 13F portfolio, value $40,031,601.

    13F-HR 0001951757-25-000439 filed by Perigon 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 811,440 shares
    Change vs previous 13F +3,686 shares

    1.04% of the 13F portfolio, value $42,438,312.

    13F-HR 0001951757-25-000106 filed by Perigon 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 807,754 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $41,631,631.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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