Position in OXY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,081
-$82,734 QoQ
Shares Held
6,796
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 1,232 holders
Holding Since
Mar 2020
20 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, 2026Wealthspire Advisors, LLC holds $2,970,148 across 5 Oil & Gas E&P names. OXY ranks #4 (11.1% of the industry book) .
All Filings in OXY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,081 | 6,796 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $412,815 | 6,351 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $433,034 | 10,531 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,681 | 7,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $311,924 | 7,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $348,481 | 7,060 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $343,103 | 6,944 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $359,543 | 6,976 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $607,420 | 9,637 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $584,910 | 9,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $537,390 | 9,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $600,140 | 9,250 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $522,379 | 8,884 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $405,045 | 6,488 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $489,054 | 7,764 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $396,229 | 6,448 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $290,583 | 10,916 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $111,551 | 11,144 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $260,152 | 14,216 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $176,073 | 15,205 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||