Position in OXY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$721,118
-$192,847 QoQ
Shares Held
14,847
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#115
of 391 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $6,294,192 across 8 Oil & Gas E&P names. OXY ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
21,050 | $2,188,358 | |
| 2 | EXE |
EXPAND ENERGY Corp
|
10,922 | $995,977 | |
| 3 | RRC |
Range Resources Corp
|
19,625 | $729,853 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
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|
14,847 | $721,118 | |
| 5 | EOG |
Eog Resources Inc
|
4,622 | $599,612 | |
| 6 | EQT |
EQT Corp
|
9,953 | $529,201 | |
| 7 | PR |
Permian Resources Corp
|
15,061 | $277,273 | |
| 8 | MNR |
Mach Natural Resources LP
|
20,000 | $252,800 |
All Filings in OXY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,118 | 14,847 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $913,965 | 14,061 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $790,203 | 19,217 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,031,184 | 21,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $933,966 | 22,232 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,142,618 | 43,408 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,926,603 | 59,231 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $3,099,667 | 60,141 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $3,756,020 | 59,591 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,575,749 | 55,020 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $153,753 | 2,575 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $189,579 | 2,922 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $153,997 | 2,619 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $172,681 | 2,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $196,150 | 3,114 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $191,232 | 3,112 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $147,788 | 2,510 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $136,629 | 2,408 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $69,807 | 2,408 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $72,737 | 2,459 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $76,892 | 2,459 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $83,373 | 3,132 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $57,919 | 3,346 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $37,397 | 3,736 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $72,028 | 3,936 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $51,368 | 4,436 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||