Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,553,395
+$1,373,498 QoQ
Shares Held
39,283
+36.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.01657205406919.ToString("F0")%
Shared 0.ToString("F0")%
None 96.98342794593081.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Allworth Financial LP holds $19,054,906 across 51 Oil & Gas E&P names. OXY ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
41,780 | $5,514,960 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
This page
|
39,283 | $2,553,395 | |
| 3 | EOG |
Eog Resources Inc
|
15,521 | $2,243,870 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
8,244 | $1,630,580 | |
| 5 | DVN |
Devon Energy Corp/De
|
20,738 | $1,043,536 | |
| 6 | EQT |
EQT Corp
|
15,865 | $1,009,648 | |
| 7 | CTRA |
Coterra Energy Inc.
|
26,571 | $933,704 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
5,906 | $648,360 |
All Filings in OXY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,553,395 | 39,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,179,897 | 28,694 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,378,235 | 29,169 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,190,269 | 28,333 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,480,108 | 29,986 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $527,254 | 10,671 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $260,328 | 5,051 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $328,953 | 5,219 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $282,121 | 4,341 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $333,539 | 5,586 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $549,597 | 8,471 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $232,965 | 3,962 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $245,974 | 3,940 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $235,330 | 3,736 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $205,365 | 3,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $188,003 | 3,193 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $105,820 | 1,865 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $98,160 | 3,386 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $246,904 | 8,347 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $260,948 | 8,345 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $239,313 | 8,990 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $150,718 | 8,707 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $92,081 | 9,199 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $76,475 | 4,179 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $44,397 | 3,834 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||