Modera Wealth Management, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1542143
WESTWOOD, NJ
Position in OXY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$628,301
-$229,894 QoQ
Shares Held
12,936
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#577
of 1,232 holders
Holding Since
Dec 2022
15 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, 2026Modera Wealth Management, LLC holds $2,157,192 across 3 Oil & Gas E&P names. OXY ranks #2 (29.1% of the industry book) .
All Filings in OXY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,301 | 12,936 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $858,195 | 13,203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $644,432 | 15,672 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $632,394 | 13,384 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $569,529 | 13,557 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $620,899 | 12,579 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $619,057 | 12,529 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $645,126 | 12,517 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $788,946 | 12,517 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $812,634 | 12,504 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $744,583 | 12,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $809,053 | 12,470 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $686,901 | 11,682 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,334,628 | 21,378 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $689,299 | 10,943 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||