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Kestra Advisory Services, LLC: OXY position timeline

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

Kestra Advisory Services, LLC held 112,757 OXY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,757 shares
    Change vs previous 13F -9,499 shares

    0.01% of the 13F portfolio, value $5,504,264.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,256 shares
    • Kestra Advisory Services, LLC: 106,501 shares

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

  2. period ended2026-03-31
    13F 122,256 shares
    Change vs previous 13F -7,217 shares

    0.02% of the 13F portfolio, value $7,946,671.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,023 shares
    • Kestra Advisory Services, LLC: 116,233 shares

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

  3. period ended2025-12-31
    13F 129,473 shares
    Change vs previous 13F -28,413 shares

    0.02% of the 13F portfolio, value $5,323,933.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,353 shares
    • Kestra Advisory Services, LLC: 119,120 shares

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

  4. period ended2025-09-30
    13F 157,886 shares
    Change vs previous 13F +22,879 shares

    0.03% of the 13F portfolio, value $7,460,091.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,090 shares
    • Kestra Advisory Services, LLC: 146,796 shares

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

  5. period ended2025-06-30
    13F 135,007 shares
    Change vs previous 13F +2,835 shares

    0.02% of the 13F portfolio, value $5,671,631.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,812 shares
    • Kestra Advisory Services, LLC: 121,195 shares

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

  6. period ended2025-03-31
    13F 132,172 shares
    Change vs previous 13F +30,138 shares

    0.02% of the 13F portfolio, value $6,524,010.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,086 shares
    • Kestra Advisory Services, LLC: 115,086 shares

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

  7. period ended2024-12-31
    13F 102,034 shares
    Change vs previous 13F -34,846 shares

    0.02% of the 13F portfolio, value $5,041,500.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,180 shares
    • Kestra Advisory Services, LLC: 85,854 shares

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

  8. period ended2024-09-30
    13F 136,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,054,813.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,968 shares
    • Kestra Advisory Services, LLC: 126,912 shares

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