Position in OXY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$359,078
-$118,542 QoQ
Shares Held
7,393
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#694
of 1,231 holders
Holding Since
Mar 2021
22 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, 2026JFS WEALTH ADVISORS, LLC holds $1,342,956 across 32 Oil & Gas E&P names. OXY ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSM |
Black Stone Minerals, L.P.
|
32,747 | $457,475 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
This page
|
7,393 | $359,078 | |
| 3 | COP |
Conocophillips
|
1,375 | $142,945 | |
| 4 | EQT |
EQT Corp
|
2,467 | $131,170 | |
| 5 | EOG |
Eog Resources Inc
|
460 | $59,675 | |
| 6 | DVN |
Devon Energy Corp/De
|
678 | $28,014 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
476 | $18,802 | |
| 8 | RRC |
Range Resources Corp
|
486 | $18,074 |
All Filings in OXY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,078 | 7,393 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $477,620 | 7,348 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $268,801 | 6,537 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $301,502 | 6,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $158,419 | 3,771 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $26,210 | 531 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $28,608 | 579 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $68,599 | 1,331 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $44,373 | 704 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $46,272 | 712 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $44,722 | 749 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $47,232 | 728 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $43,335 | 737 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $49,756 | 797 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $61,541 | 977 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $61,941 | 1,008 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $66,475 | 1,129 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $42,328 | 746 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,668 | 299 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,484 | 84 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,626 | 84 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $44,428 | 1,669 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||