UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1463217
IRVING, TX
Position in OXY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,358,017
-$458,213 QoQ
Shares Held
27,960
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 1,232 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $20,788,053 across 17 Oil & Gas E&P names. OXY ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
58,116 | $6,041,739 | |
| 2 | EOG |
Eog Resources Inc
|
22,120 | $2,869,627 | |
| 3 | DVN |
Devon Energy Corp/De
|
50,228 | $2,075,420 | |
| 4 | APA |
APA Corp
|
48,041 | $1,564,695 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
8,329 | $1,464,071 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
This page
|
27,960 | $1,358,017 | |
| 7 | EQT |
EQT Corp
|
23,897 | $1,270,603 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
14,661 | $579,109 |
All Filings in OXY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,017 | 27,960 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,816,230 | 27,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $847,524 | 20,611 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,357,492 | 28,730 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,199,301 | 28,548 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $921,600 | 18,671 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,092,059 | 22,102 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,113,573 | 21,606 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,485,301 | 23,565 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,620,330 | 24,932 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,581,419 | 26,485 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $979,104 | 15,091 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,134,840 | 19,300 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,186,482 | 19,005 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,255,201 | 19,927 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,309,683 | 21,313 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,685,969 | 28,634 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,744,797 | 48,375 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,697,915 | 58,569 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,864,723 | 63,040 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,648,506 | 84,698 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,293,978 | 86,175 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,667,333 | 96,322 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $891,660 | 89,077 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,949,169 | 106,512 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,066,738 | 92,119 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||