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Disclosery

CreativeOne Wealth, LLC: OXY position timeline

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

CreativeOne Wealth, LLC held 12,886 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,886 shares
    Change vs previous 13F -33,610 shares

    0.01% of the 13F portfolio, value $625,894.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    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 46,496 shares
    Change vs previous 13F -5,824 shares

    0.07% of the 13F portfolio, value $3,022,251.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    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 52,320 shares
    Change vs previous 13F -9,429 shares

    0.05% of the 13F portfolio, value $2,151,383.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,749 shares
    Change vs previous 13F +2,557 shares

    0.07% of the 13F portfolio, value $2,917,654.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 59,192 shares
    Change vs previous 13F +7,704 shares

    0.07% of the 13F portfolio, value $2,486,651.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 51,488 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,541,424.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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