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Philip James Wealth Mangement, LLC: OXY position timeline

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

Philip James Wealth Mangement, LLC held 419,153 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 419,153 shares
    Change vs previous 13F -4,153 shares

    2.29% of the 13F portfolio, value $20,358,284.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 423,306 shares
    Change vs previous 13F +7,813 shares

    3.16% of the 13F portfolio, value $27,514,912.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 415,493 shares
    Change vs previous 13F +49,076 shares

    1.98% of the 13F portfolio, value $17,085,079.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 366,417 shares
    Change vs previous 13F +1,594 shares

    2.02% of the 13F portfolio, value $17,313,203.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 364,823 shares
    Change vs previous 13F -11,796 shares

    1.95% of the 13F portfolio, value $15,326,214.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 376,619 shares
    Change vs previous 13F -21,792 shares

    2.26% of the 13F portfolio, value $18,589,914.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 398,411 shares
    Change vs previous 13F +264,975 shares

    2.54% of the 13F portfolio, value $19,685,488.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 133,436 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,877,291.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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