Position in MTDR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$255,626
New position
Shares Held
4,046
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Balboa Wealth Partners holds $504,205 across 1 Oil & Gas E&P name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
10,381 | $504,205 |
All Filings in MTDR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,626 | 4,046 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||