Moss Adams Wealth Advisors LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1661245
SEATTLE, WA
Position in OXY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$281,074
-$4,406 QoQ
Shares Held
5,787
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#767
of 1,232 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $883,517 across 4 Oil & Gas E&P names. OXY ranks #2 (31.8% of the industry book) .
All Filings in OXY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,074 | 5,787 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $285,480 | 4,392 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $348,779 | 8,482 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $401,766 | 8,503 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $354,941 | 8,449 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $428,346 | 8,678 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $440,390 | 8,913 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $419,534 | 8,140 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $427,090 | 6,776 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $440,177 | 6,773 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||