Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionTruWealth Advisors, LLC
Latest Disclosed Ownership1,857 shares
Latest Disclosed Value $ 273,183
TruWealth Advisors, LLC reports 1.98% increase in ownership of ORCL / Oracle Corporation

On April 9, 2026 - TruWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,857 shares of Oracle Corporation (CH:ORCL) valued at $273,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,821 shares of Oracle Corporation. This represents a change in shares of 1.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F ORACLE COM 68389X105 1,857 36 1.98 273 -22.88 0.0131
2026-01-07 2025-12-31 13F ORACLE COM 68389X105 1,821 -183 -9.13 355 -37.12 0.0174
2025-10-06 2025-09-30 13F ORACLE COM 68389X105 2,004 104 5.47 564 35.66 0.0285
2025-07-07 2025-06-30 13F ORACLE COM 68389X105 1,900 234 14.05 415 78.88 0.0229
2025-04-10 2025-03-31 13F ORACLE COM 68389X105 1,666 0 0.00 233 -16.25 0.0141
2025-01-15 2024-12-31 13F ORACLE COM 68389X105 1,666 7 0.42 278 -1.77 0.0167
2024-10-16 2024-09-30 13F ORACLE COM 68389X105 1,659 26 1.59 283 22.61 0.0173
2024-07-16 2024-06-30 13F ORACLE COM 68389X105 1,633 1,633 231 0.0153
2022-04-27 2022-03-31 13F ORACLE COM 68389X105 0 -11,947 -100.00 0 -100.00
2022-01-19 2021-12-31 13F ORACLE COM 68389X105 11,947 333 2.87 1,042 2.96 0.1055
2021-10-29 2021-09-30 13F ORACLE COM 68389X105 11,614 -1,516 -11.55 1,012 -0.98 0.1129
2021-07-29 2021-06-30 13F ORACLE COM 68389X105 13,130 492 3.89 1,022 15.22 0.1199
2021-05-10 2021-03-31 13F ORACLE COM 68389X105 12,638 -47 -0.37 887 8.04 0.1204
2021-01-26 2020-12-31 13F ORACLE COM 68389X105 12,685 12,685 821 0.1225
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.