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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

  1. period ended2026-06-30
    13F 31,654 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 49,031 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 47,204 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 68,286 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 68,614 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 76,911 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 84,116 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 96,585 shares
    Change 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), ingested

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