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Disclosery

Private Wealth Partners, LLC: OXY position timeline

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

Private Wealth Partners, LLC held 34,590 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,590 shares
    Change vs previous 13F +320 shares

    0.12% of the 13F portfolio, value $1,680,036.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 34,270 shares
    Change vs previous 13F -5,215 shares

    0.17% of the 13F portfolio, value $2,227,550.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 39,485 shares
    Change vs previous 13F -1,900 shares

    0.12% of the 13F portfolio, value $1,623,623.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 41,385 shares
    Change vs previous 13F +9,495 shares

    0.14% of the 13F portfolio, value $1,955,441.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 31,890 shares
    Change vs previous 13F -23,310 shares

    0.1% of the 13F portfolio, value $1,339,699.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 55,200 shares
    Change vs previous 13F -15,900 shares

    0.23% of the 13F portfolio, value $2,724,672.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 71,100 shares
    Change vs previous 13F +19,585 shares

    0.27% of the 13F portfolio, value $3,513,051.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 51,515 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,655,083.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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