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Disclosery

ASSETMARK, INC: OXY position timeline

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

ASSETMARK, INC held 8,413 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,413 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $408,639.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    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 8,292 shares
    Change vs previous 13F +319 shares

    <0.01% of the 13F portfolio, value $538,994.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    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 7,973 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $327,838.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    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 9,029 shares
    Change vs previous 13F +2,301 shares

    <0.01% of the 13F portfolio, value $426,602.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    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 6,728 shares
    Change vs previous 13F +5,168 shares

    <0.01% of the 13F portfolio, value $282,664.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    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 1,560 shares
    Change vs previous 13F -496 shares

    <0.01% of the 13F portfolio, value $77,024.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    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 2,056 shares
    Change vs previous 13F +1,051 shares

    <0.01% of the 13F portfolio, value $101,584.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    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 1,005 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,797.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

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