Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,381,864
-$660,501 QoQ
Shares Held
28,451
-9.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#422
of 1,228 holders
Holding Since
Jun 2022
17 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, 2026IHT Wealth Management, LLC holds $5,734,621 across 9 Oil & Gas E&P names. OXY ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
14,610 | $1,518,855 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
This page
|
28,451 | $1,381,864 | |
| 3 | EXE |
EXPAND ENERGY Corp
|
10,841 | $988,590 | |
| 4 | EOG |
Eog Resources Inc
|
4,416 | $572,887 | |
| 5 | APA |
APA Corp
|
8,689 | $283,000 | |
| 6 | BSM |
Black Stone Minerals, L.P.
|
19,011 | $265,583 | |
| 7 | DVN |
Devon Energy Corp/De
|
6,102 | $252,134 | |
| 8 | EQT |
EQT Corp
|
4,683 | $248,995 |
All Filings in OXY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,864 | 28,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,042,365 | 31,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,490,394 | 36,245 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,427,280 | 30,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,166,491 | 27,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,674,883 | 33,932 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,282,238 | 25,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,794,983 | 34,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,416,977 | 22,481 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,141,744 | 17,568 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $713,713 | 11,953 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $864,396 | 13,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $488,275 | 8,304 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $544,015 | 8,714 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $501,022 | 7,954 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $466,958 | 7,599 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $274,616 | 4,664 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||