Position in OXY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,059,674
-$806,421 QoQ
Shares Held
83,584
+11.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#276
of 1,231 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$58,800
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $73,121,985 across 23 Oil & Gas E&P names. OXY ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
302,564 | $31,454,552 | |
| 2 | TPL |
Texas Pacific Land Corp
|
36,301 | $15,886,769 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
83,584 | $4,059,674 | |
| 4 | PR |
Permian Resources Corp
|
220,064 | $4,051,378 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
36,725 | $3,348,952 | |
| 6 | EOG |
Eog Resources Inc
|
25,289 | $3,280,740 | |
| 7 | DVN |
Devon Energy Corp/De
|
56,527 | $2,335,695 | |
| 8 | OVV |
Ovintiv Inc.
|
43,089 | $2,268,634 |
All Filings in OXY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,059,674 | 83,584 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,866,095 | 74,863 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $785,514 | 19,103 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,007,369 | 21,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $773,529 | 18,413 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $959,557 | 19,440 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $874,408 | 17,697 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $858,449 | 16,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,113,739 | 17,670 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $940,599 | 14,473 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,428,561 | 23,925 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,189,899 | 18,340 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,072,570 | 18,241 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $58,800 | 1,000 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $3,583,606 | 57,402 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $620,199 | 9,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $603,807 | 9,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $585,149 | 9,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $563,825 | 9,937 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $280,826 | 9,687 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||