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GREAT VALLEY ADVISOR GROUP, INC.: OXY position timeline

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

GREAT VALLEY ADVISOR GROUP, INC. held 11,388 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 11,388 shares
    Change vs previous 13F -21,768 shares

    0.01% of the 13F portfolio, value $553,234.

    13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, 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 33,156 shares
    Change vs previous 13F -11,344 shares

    0.04% of the 13F portfolio, value $2,155,253.

    13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, 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 44,500 shares
    Change vs previous 13F +2,840 shares

    0.04% of the 13F portfolio, value $1,830,219.

    13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, 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 41,660 shares
    Change vs previous 13F -490 shares

    0.04% of the 13F portfolio, value $1,968,439.

    13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, 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 42,150 shares
    Change vs previous 13F -2,345 shares

    0.04% of the 13F portfolio, value $1,770,828.

    13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, 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 44,495 shares
    Change vs previous 13F -860 shares

    0.05% of the 13F portfolio, value $2,196,723.

    13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, 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 45,355 shares
    Change vs previous 13F +11,720 shares

    0.05% of the 13F portfolio, value $2,241,428.

    13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, 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 33,635 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,734,024.

    13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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