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RFG Holdings, Inc.: OXY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Holdings, Inc. on OXY, newest first. How the timeline and the estimate are built.

RFG Holdings, Inc. held 9,633 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,633 shares
    Change vs previous 13F -2,059 shares

    0.1% of the 13F portfolio, value $467,884.

    13F-HR 0001845210-26-000006 filed by RFG Holdings, Inc.
    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 11,692 shares
    Change vs previous 13F -35,157 shares

    0.19% of the 13F portfolio, value $760,023.

    13F-HR 0001845210-26-000002 filed by RFG Holdings, Inc.
    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 46,849 shares
    Change vs previous 13F +1,951 shares

    0.48% of the 13F portfolio, value $1,926,469.

    13F-HR 0001845210-26-000001 filed by RFG Holdings, Inc.
    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 44,898 shares
    Change vs previous 13F +116 shares

    0.55% of the 13F portfolio, value $2,121,433.

    13F-HR 0001845210-25-000002 filed by RFG Holdings, Inc.
    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 44,782 shares
    Change vs previous 13F +20,675 shares

    0.55% of the 13F portfolio, value $1,881,292.

    13F-HR 0001085146-25-003711 filed by RFG Holdings, Inc.
    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 24,107 shares
    Change vs previous 13F -26,897 shares

    0.39% of the 13F portfolio, value $1,190,113.

    13F-HR 0001085146-25-002122 filed by RFG Holdings, Inc.
    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 51,004 shares
    Change vs previous 13F +160 shares

    0.84% of the 13F portfolio, value $2,520,284.

    13F-HR 0001085146-25-000494 filed by RFG Holdings, Inc.
    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 50,844 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,620,677.

    13F-HR 0001085146-24-004827 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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