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Diversify Advisory Services, LLC: OXY position timeline

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

Diversify Advisory Services, LLC held 44,922 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,922 shares
    Change vs previous 13F +13,240 shares

    0.02% of the 13F portfolio, value $2,467,596.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,461 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,461 shares

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

  2. period ended2026-03-31
    13F 31,682 shares
    Change vs previous 13F +2,657 shares

    0.03% of the 13F portfolio, value $1,924,999.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,151 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,531 shares

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

  3. period ended2025-12-31
    13F 29,025 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $1,247,116.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,320 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,705 shares

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

  4. period ended2025-09-30
    13F 29,326 shares
    Change vs previous 13F -1,575 shares

    0.03% of the 13F portfolio, value $1,200,020.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,624 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,702 shares

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

  5. period ended2025-06-30
    13F 30,901 shares
    Change vs previous 13F +2,901 shares

    0.03% of the 13F portfolio, value $1,364,280.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,171 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,730 shares

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

  6. period ended2025-03-31
    13F 28,000 shares
    Change vs previous 13F -425 shares

    0.04% of the 13F portfolio, value $1,129,800.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,597 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,403 shares

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

  7. period ended2024-12-31
    13F 28,425 shares
    Change vs previous 13F -4,052 shares

    0.05% of the 13F portfolio, value $1,458,223.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,253 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,172 shares

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

  8. period ended2024-09-30
    13F 32,477 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,682,549.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,324 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,153 shares

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