Visionary Wealth Advisors: OXY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on OXY, newest first. How the timeline and the estimate are built.
Visionary Wealth Advisors held 0 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 0 sharesChange vs previous 13F -7,363 shares
13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 7,363 sharesChange vs previous 13F -1,763 shares
0.02% of the 13F portfolio, value $478,565.
13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,126 sharesChange vs previous 13F -3,284 shares
0.02% of the 13F portfolio, value $375,282.
13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,410 sharesChange vs previous 13F -5,267 shares
0.03% of the 13F portfolio, value $586,387.
13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,677 sharesChange vs previous 13F -734 shares
0.04% of the 13F portfolio, value $742,628.
13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,411 sharesChange vs previous 13F -6,736 shares
0.05% of the 13F portfolio, value $908,769.
13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,147 sharesChange vs previous 13F +5,328 shares
0.07% of the 13F portfolio, value $1,242,512.
13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,819 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,021,488.
13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).