Position in OXY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$398,759
-$120,591 QoQ
Shares Held
8,210
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#679
of 1,232 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026HBK Sorce Advisory LLC holds $2,109,951 across 3 Oil & Gas E&P names. OXY ranks #2 (18.9% of the industry book) .
All Filings in OXY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,759 | 8,210 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $519,350 | 7,990 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $326,780 | 7,947 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $382,158 | 8,088 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $365,444 | 8,699 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $537,036 | 10,880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $482,291 | 9,761 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $565,857 | 10,979 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $818,948 | 12,993 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $852,603 | 13,119 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $843,224 | 14,122 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $887,882 | 13,685 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $735,411 | 12,507 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $962,545 | 15,418 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,625,519 | 25,806 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $732,238 | 11,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $594,158 | 10,091 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $635,771 | 11,205 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $266,736 | 9,201 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $251,075 | 8,488 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $262,949 | 8,409 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $265,614 | 9,978 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||