Independent Advisor Alliance
Position in OXY — Occidental Petroleum Corp /De/
CIK 1696899
CHARLOTTE, NC
Position in OXY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,329,117
-$230,948 QoQ
Shares Held
27,365
+14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#434
of 1,231 holders
Holding Since
Sep 2020
24 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, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. OXY ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
This page
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
13,046 | $1,189,663 |
All Filings in OXY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,117 | 27,365 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,560,065 | 24,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,072,902 | 26,092 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,219,805 | 25,816 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,085,873 | 25,848 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,348,613 | 27,322 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,236,879 | 25,033 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,521,903 | 48,931 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,008,231 | 47,727 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,317,414 | 51,045 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,621,948 | 60,659 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,498,649 | 69,338 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,025,212 | 68,456 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,853,116 | 61,719 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,047,043 | 64,249 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,541,694 | 41,362 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,293,257 | 38,948 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,093,663 | 19,275 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $527,849 | 18,208 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $515,786 | 17,437 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $523,741 | 16,749 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $442,291 | 16,615 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $284,991 | 16,464 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $165,475 | 16,531 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||