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Valeo Financial Advisors, LLC: OXY position timeline

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

Valeo Financial Advisors, LLC held 18,114 OXY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,114 shares
    Change vs previous 13F -3,005 shares

    0.02% of the 13F portfolio, value $1,002,050.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,119 shares
    Change vs previous 13F +2,264 shares

    0.02% of the 13F portfolio, value $1,025,731.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 18,855 shares
    Change vs previous 13F +4,325 shares

    0.03% of the 13F portfolio, value $1,225,568.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 14,530 shares
    Change vs previous 13F -2,808 shares

    0.01% of the 13F portfolio, value $597,469.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 17,338 shares
    Change vs previous 13F +2,493 shares

    0.02% of the 13F portfolio, value $819,226.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 14,845 shares
    Change vs previous 13F +2,189 shares

    0.02% of the 13F portfolio, value $623,622.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 12,656 shares
    Change vs previous 13F +174 shares

    0.02% of the 13F portfolio, value $624,698.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,482 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,727.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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