Position in OXY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$46,695,675
+$21,762,399 QoQ
Shares Held
718,395
+18.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Mar 31, 2025CallValue
$419,560
CallShares
8,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026LPL Financial LLC holds $611,692,838 across 51 Oil & Gas E&P names. OXY ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,464,071 | $193,257,372 | |
| 2 | EOG |
Eog Resources Inc
|
505,383 | $73,063,220 | |
| 3 | DVN |
Devon Energy Corp/De
|
1,005,062 | $50,574,719 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
718,395 | $46,695,675 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
211,174 | $41,768,105 | |
| 6 | TPL |
Texas Pacific Land Corp
|
61,527 | $29,198,253 | |
| 7 | EQT |
EQT Corp
|
342,235 | $21,779,835 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
379,436 | $18,489,916 |
All Filings in OXY
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,695,675 | 718,395 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,933,276 | 606,354 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,879,054 | 695,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,108,951 | 740,513 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,926,422 | 545,511 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $419,560 | 8,500 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $667,035 | 13,500 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $29,308,826 | 593,176 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $283,470 | 5,500 | Call | Sole | 2024-11-08 | |
| 2024-09-30 | $29,287,862 | 568,255 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $37,390,278 | 593,214 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $38,423,647 | 591,224 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,637,651 | 580,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,384,384 | 545,382 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,710,111 | 505,274 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,614,037 | 442,320 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $27,107,179 | 430,341 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,731,878 | 337,378 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,066,752 | 374,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,468,473 | 254,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,644,073 | 229,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,964,108 | 235,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,501,971 | 207,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,189,881 | 157,396 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,645,833 | 152,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,370,869 | 136,950 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,831,211 | 154,711 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,932,748 | 166,904 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||