Position in OXY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$499,785
+$50,508 QoQ
Shares Held
10,290
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#634
of 1,232 holders
Holding Since
Sep 2020
18 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, 2026J.W. COLE ADVISORS, INC. holds $19,135,918 across 11 Oil & Gas E&P names. OXY ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
128,938 | $13,404,394 | |
| 2 | DVN |
Devon Energy Corp/De
|
45,851 | $1,894,563 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
5,165 | $907,903 | |
| 4 | EQT |
EQT Corp
|
15,409 | $819,296 | |
| 5 | EOG |
Eog Resources Inc
|
3,974 | $515,547 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
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|
10,290 | $499,785 | |
| 7 | EPSN |
Epsilon Energy Ltd.
|
80,400 | $434,964 | |
| 8 | APA |
APA Corp
|
9,978 | $324,983 |
All Filings in OXY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,785 | 10,290 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $449,277 | 10,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $653,703 | 13,835 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $613,346 | 14,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $545,576 | 11,053 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $307,923 | 6,232 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $332,175 | 6,445 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $434,717 | 6,897 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $595,763 | 9,167 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $510,998 | 8,558 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $687,663 | 10,599 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $834,136 | 14,186 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $782,185 | 12,529 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $722,684 | 11,473 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $630,477 | 10,260 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $574,551 | 9,758 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $226,676 | 3,995 | Shares | Sole | 2022-06-10 | |
| 2020-09-30 | $122,542 | 12,242 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||