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Southeast Asset Advisors, LLC: OXY position timeline

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

Southeast Asset Advisors, LLC held 68,743 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,743 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $3,338,825.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 68,740 shares
    Change vs previous 13F +2 shares

    0.49% of the 13F portfolio, value $4,468,130.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, 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 68,738 shares
    Change vs previous 13F +33,292 shares

    0.27% of the 13F portfolio, value $2,826,508.

    13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 35,446 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $1,674,803.

    13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 35,443 shares
    Change vs previous 13F +9,234 shares

    0.18% of the 13F portfolio, value $1,488,969.

    13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, 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 26,209 shares
    Change vs previous 13F +22,001 shares

    0.16% of the 13F portfolio, value $1,293,701.

    13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, 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 4,208 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,902.

    13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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