Waverly Advisors, LLC

Position in OXY — Occidental Petroleum Corp /De/

CIK 1568787 BIRMINGHAM, AL

Position in OXY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,696,938

-$459,047 QoQ

Shares Held

34,938

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#386

of 1,232 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Energy · as of Jun 30, 2026

Waverly Advisors, LLC holds $44,954,242 across 15 Oil & Gas E&P names. OXY ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	164,536	$28,922,137
2	COP	Conocophillips	68,452	$7,116,269
3	EOG	Eog Resources Inc	13,577	$1,761,344
4	OXY	Occidental Petroleum Corp /De/ This page	34,938	$1,696,938
5	DVN	Devon Energy Corp/De	27,669	$1,143,283
6	TPL	Texas Pacific Land Corp	2,337	$1,022,764
7	WDS	Woodside Energy Group Ltd	30,570	$590,612
8	EXE	EXPAND ENERGY Corp	5,231	$477,014

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,696,938	34,938	+5.3%	Shares	Sole	2026-08-14
2026-03-31	$2,155,985	33,169	+33.4%	Shares	Sole	2026-05-15
2025-12-31	$1,022,325	24,862	+48.1%	Shares	Sole	2026-02-17
2025-09-30	$792,949	16,782	+23.0%	Shares	Sole	2025-11-14
2025-06-30	$573,268	13,646	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$632,449	12,813	+2.8%	Shares	Sole	2025-05-15
2024-12-31	$615,796	12,463	-90.1%	Shares	Sole	2025-02-14
2024-09-30	$6,468,682	125,508	+93.4%	Shares	Sole	2024-11-14
2024-06-30	$4,090,205	64,893	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$4,188,800	64,453	+10.3%	Shares	Other	2024-05-15
2023-12-31	$3,488,317	58,421	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.