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Disclosery

Colonial Trust Advisors: OXY position timeline

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

Colonial Trust Advisors held 114 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,537.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 14 shares

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

  2. period ended2026-03-31
    13F 114 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,410.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 14 shares

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

  3. period ended2025-12-31
    13F 114 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,688.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 14 shares

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

  4. period ended2025-09-30
    13F 114 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $5,387.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 14 shares

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

  5. period ended2025-06-30
    13F 823 shares
    Change vs previous 13F -1,006 shares

    <0.01% of the 13F portfolio, value $34,574.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 23 shares

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

  6. period ended2025-03-31
    13F 1,829 shares
    Change vs previous 13F -1,237 shares

    0.01% of the 13F portfolio, value $90,303.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 1,029 shares

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

  7. period ended2024-12-31
    13F 3,066 shares
    Change vs previous 13F -1,708 shares

    0.01% of the 13F portfolio, value $151,514.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 2,266 shares

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

  8. period ended2024-09-30
    13F 4,774 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,055.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,257 shares
    • Colonial Trust Co / SC: 2,517 shares

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