Position in OXY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,339,220
-$143,430 QoQ
Shares Held
27,573
+20.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 1,231 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,650,171 across 17 Oil & Gas E&P names. OXY ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
54,603 | $5,676,527 | |
| 2 | EOG |
Eog Resources Inc
|
25,158 | $3,263,747 | |
| 3 | DVN |
Devon Energy Corp/De
|
47,836 | $1,976,583 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
27,573 | $1,339,220 | |
| 5 | TPL |
Texas Pacific Land Corp
|
2,273 | $994,755 | |
| 6 | APA |
APA Corp
|
27,702 | $902,254 | |
| 7 | OVV |
Ovintiv Inc.
|
13,983 | $736,204 | |
| 8 | EQT |
EQT Corp
|
11,214 | $596,248 |
All Filings in OXY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,220 | 27,573 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,482,650 | 22,810 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $956,368 | 23,258 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $987,235 | 23,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,026,885 | 20,804 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,129,907 | 22,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $652,238 | 12,655 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $219,659 | 3,485 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $349,711 | 5,381 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $352,587 | 5,905 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $458,052 | 7,060 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $382,295 | 779,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,662,584 | 74,685 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $448,992 | 7,128 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $274,498 | 4,662 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $230,364 | 4,060 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $224,600 | 7,593 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $247,564 | 7,917 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||