Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,370
-$106,295 QoQ
Shares Held
6,699
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#728
of 1,231 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$207,522
PutShares
4,200
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 Jun 30, 2026Family Manage LLC holds $12,257,839 across 5 Oil & Gas E&P names. OXY ranks #5 (2.7% of the industry book) .
All Filings in OXY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,370 | 6,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $431,665 | 6,641 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $199,631 | 4,225 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $212,099 | 4,297 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,522 | 4,200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $212,314 | 4,297 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $221,467 | 4,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $277,079 | 4,396 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $279,262 | 4,297 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $256,573 | 4,297 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $278,789 | 4,297 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,433 | 6,572 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||