OXY β€” OCCIDENTAL PETE CORP COM

Ownership history in ACIMA PRIVATE WEALTH, LLC  Β·  13 quarters on record

AI Ownership Summary

ACIMA PRIVATE WEALTH, LLC reported OCCIDENTAL PETE CORP COM (OXY) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows OXY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OXY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACIMA PRIVATE WEALTH, LLC's position in OCCIDENTAL PETE CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OXY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACIMA PRIVATE WEALTH, LLC held OXY β€” position size vs. price
% of Fund (quarterly)    OXY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 181 β€” 0% 0.00% $12K 2026-04-06 $62.96
2025 Q4 UNCHANGED 181 β€” 0% 0.00% $7K 2026-01-15 $42.97
2025 Q3 ADDED 181 +1 +0.6% 0.00% $9K 2025-11-10 $41.36
2025 Q2 ADDED 180 +80 +80.0% 0.00% $8K 2025-07-24 $43.93
2024 Q1 UNCHANGED 100 β€” 0% 0.00% $6K 2024-05-14 $60.65
2023 Q4 UNCHANGED 100 β€” 0% 0.00% $6K 2024-02-29 $58.08
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ACIMA PRIVATE WEALTH, LLC and OXY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACIMA PRIVATE WEALTH, LLC reported owning OXY?

ACIMA PRIVATE WEALTH, LLC reported OXY across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OXY position in ACIMA PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for OXY was 0.00% in 2026 Q1.

What is the latest reported OXY position on this page?

The most recent filing on this page is 2026 Q1, when ACIMA PRIVATE WEALTH, LLC reported 181 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this OXY ownership page compare?

The chart compares ACIMA PRIVATE WEALTH, LLC's quarterly OXY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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