Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$284,085
-$108,775 QoQ
Shares Held
5,849
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#761
of 1,232 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026HEADINVEST, LLC holds $1,704,482 across 3 Oil & Gas E&P names. OXY ranks #2 (16.7% of the industry book) .
All Filings in OXY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,085 | 5,849 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $392,860 | 6,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,173 | 6,619 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $302,683 | 6,406 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $293,523 | 6,987 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,881 | 8,466 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $418,305 | 8,466 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $226,724 | 4,399 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $277,268 | 4,399 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $288,490 | 4,439 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $265,052 | 4,439 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $288,002 | 4,439 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $280,417 | 4,769 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $362,968 | 5,814 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $375,042 | 5,954 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $393,341 | 6,401 | Shares | Sole | 2022-12-28 | |
| 2022-06-30 | $497,006 | 8,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $483,197 | 8,516 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $252,676 | 8,716 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $302,337 | 10,221 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $335,339 | 10,724 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $314,541 | 11,816 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $211,337 | 12,209 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $198,007 | 19,781 | Shares | Sole | 2020-11-24 | |
| 2020-06-30 | $420,991 | 23,005 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $275,488 | 23,790 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||