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Portside Wealth Group, LLC: OXY position timeline

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

Portside Wealth Group, LLC held 26,920 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,920 shares
    Change vs previous 13F -6,356 shares

    0.15% of the 13F portfolio, value $1,307,504.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 33,276 shares
    Change vs previous 13F +1,631 shares

    0.29% of the 13F portfolio, value $2,162,913.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 31,645 shares
    Change vs previous 13F +444 shares

    0.18% of the 13F portfolio, value $1,301,255.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 31,201 shares
    Change vs previous 13F +2,345 shares

    0.2% of the 13F portfolio, value $1,474,248.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 28,856 shares
    Change vs previous 13F +8,484 shares

    0.18% of the 13F portfolio, value $1,212,229.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 20,372 shares
    Change vs previous 13F +4,088 shares

    0.16% of the 13F portfolio, value $1,005,583.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 16,284 shares
    Change vs previous 13F -154 shares

    0.13% of the 13F portfolio, value $804,603.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 16,438 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $847,215.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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