PERSONAL CFO SOLUTIONS, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1677501
CHESTER, NJ
Position in OXY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$209,676
New position
Shares Held
4,317
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#856
of 1,232 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 13%
Shared 0%
None 87%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,393,316 across 8 Oil & Gas E&P names. OXY ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,774 | $1,120,065 | |
| 2 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
15,056 | $594,712 | |
| 3 | EOG |
Eog Resources Inc
|
3,296 | $427,590 | |
| 4 | MTDR |
Matador Resources Co
|
6,417 | $319,438 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
2,975 | $271,290 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,301 | $228,689 | |
| 7 | CHRD |
Chord Energy Corp
|
1,941 | $221,856 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
This page
|
4,317 | $209,676 |
All Filings in OXY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,676 | 4,317 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||