WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1632972
PLYMOUTH, MN
Position in OXY
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,262,590
+$6,621,003 QoQ
Shares Held
157,886
+78.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 3.7622081755190453.ToString("F0")%
Shared 0.ToString("F0")%
None 96.23779182448095.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $196,088,499 across 31 Oil & Gas E&P names. OXY ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
897,678 | $45,171,156 | |
| 2 | COP |
Conocophillips
|
242,010 | $31,945,320 | |
| 3 | EOG |
Eog Resources Inc
|
183,940 | $26,592,205 | |
| 4 | EQT |
EQT Corp
|
391,704 | $24,928,042 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
157,886 | $10,262,590 | |
| 6 | TPL |
Texas Pacific Land Corp
|
20,845 | $9,892,203 | |
| 7 | APA |
APA Corp
|
148,637 | $6,308,154 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
55,842 | $6,130,334 |
All Filings in OXY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,262,590 | 157,886 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,641,587 | 88,560 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,295,543 | 112,075 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,363,536 | 103,869 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,410,547 | 109,614 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,737,826 | 95,888 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,924,977 | 76,154 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,035,403 | 79,889 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,493,278 | 69,138 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,007,138 | 67,110 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,828,114 | 59,003 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $378,319 | 6,434 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $258,148 | 4,135 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,472,643 | 23,379 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||