Wells Trecaso Financial Group, LLC: OXY position timeline

Wells Trecaso Financial Group, LLC held 0 OXY shares at 2024-12-31 per its 13F-HR filed 2025-01-21.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -4,030 shares

   13F-HR 0001221073-25-000002 filed by Wells Trecaso Financial Group, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 4,030 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $207,706.

   13F-HR 0001221073-24-000091 filed by Wells Trecaso Financial Group, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 4,030 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $254,011.

   13F-HR 0001221073-24-000062 filed by Wells Trecaso Financial Group, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 4,030 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $261,910.

   13F-HR 0001221073-24-000029 filed by Wells Trecaso Financial Group, LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 4,030 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $240,631.

   13F-HR 0001221073-24-000003 filed by Wells Trecaso Financial Group, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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