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LEVEL FOUR ADVISORY SERVICES, LLC: OXY position timeline

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

LEVEL FOUR ADVISORY SERVICES, LLC held 163,196 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 163,196 shares
    Change vs previous 13F -2,383 shares

    0.22% of the 13F portfolio, value $7,926,461.

    13F-HR 0001696715-26-000005 filed by LEVEL FOUR ADVISORY SERVICES, 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 165,579 shares
    Change vs previous 13F +48,401 shares

    0.35% of the 13F portfolio, value $10,762,737.

    13F-HR 0001696715-26-000004 filed by LEVEL FOUR ADVISORY SERVICES, 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 117,178 shares
    Change vs previous 13F -42,028 shares

    0.16% of the 13F portfolio, value $4,818,420.

    13F-HR 0001696715-26-000001 filed by LEVEL FOUR ADVISORY SERVICES, 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 159,206 shares
    Change vs previous 13F -16,170 shares

    0.26% of the 13F portfolio, value $7,522,539.

    13F-HR 0001696715-25-000003 filed by LEVEL FOUR ADVISORY SERVICES, 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 175,376 shares
    Change vs previous 13F +20,727 shares

    0.27% of the 13F portfolio, value $7,367,608.

    13F-HR 0001085146-25-004979 filed by LEVEL FOUR ADVISORY SERVICES, 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 154,649 shares
    Change vs previous 13F +35,010 shares

    0.31% of the 13F portfolio, value $7,633,568.

    13F-HR 0001085146-25-003068 filed by LEVEL FOUR ADVISORY SERVICES, LLC
    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 119,639 shares
    Change vs previous 13F -19,290 shares

    0.24% of the 13F portfolio, value $5,911,450.

    13F-HR 0001085146-25-001041 filed by LEVEL FOUR ADVISORY SERVICES, LLC
    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 138,929 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,961,746.

    13F-HR 0001085146-24-005789 filed by LEVEL FOUR ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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