Steward Partners Investment Advisory, LLC: OXY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on OXY, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 31,654 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 31,654 sharesChange vs previous 13F -17,377 shares
0.01% of the 13F portfolio, value $1,537,412.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,031 sharesChange vs previous 13F +1,827 shares
0.02% of the 13F portfolio, value $3,186,976.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,204 sharesChange vs previous 13F -21,082 shares
0.01% of the 13F portfolio, value $1,940,993.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,286 sharesChange vs previous 13F -328 shares
0.02% of the 13F portfolio, value $3,226,470.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,614 sharesChange vs previous 13F -8,297 shares
0.02% of the 13F portfolio, value $2,882,438.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76,911 sharesChange vs previous 13F -7,205 shares
0.03% of the 13F portfolio, value $3,796,302.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 84,116 sharesChange vs previous 13F -12,469 shares
0.04% of the 13F portfolio, value $4,156,184.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 96,585 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,978,000.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).