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Disclosery

Evelyn Partners Group Ltd: OXY position timeline

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

Evelyn Partners Group Ltd held 1,324 OXY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,324 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $64,307.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 1,283 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $83,395.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 1,000 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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

  3. period ended2025-12-31
    13F 1,283 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $52,757.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 1,000 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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

  4. period ended2025-09-30
    13F 2,283 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $107,872.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 2,000 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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

  5. period ended2025-06-30
    13F/A 2,583 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $108,512.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 2,300 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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

  6. period ended2025-03-31
    13F/A 2,583 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $127,497.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 2,300 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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

  7. period ended2024-12-31
    13F 3,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,754.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 250 shares
    • Evelyn Partners Investment Management LLP: 2,930 shares
    • Evelyn Partners Asset Management Ltd: 33 shares

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