Private Wealth Partners, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1335851
MILL VALLEY, CA
Position in OXY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,680,036
-$547,514 QoQ
Shares Held
34,590
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#390
of 1,232 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Private Wealth Partners, LLC holds $2,956,795 across 3 Oil & Gas E&P names. OXY ranks #1 (56.8% of the industry book) .
All Filings in OXY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,036 | 34,590 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,227,550 | 34,270 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,623,623 | 39,485 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,955,441 | 41,385 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,339,698 | 31,890 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,724,672 | 55,200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,513,051 | 71,100 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,655,083 | 51,515 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,783,719 | 44,165 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,151,818 | 33,110 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,605,303 | 26,885 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,066,302 | 16,435 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $823,200 | 14,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $697,655 | 11,175 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||