Position in OXY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,566,814
-$935,281 QoQ
Shares Held
73,437
+6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#289
of 1,231 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $67,715,666 across 12 Oil & Gas E&P names. OXY ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
184,299 | $23,909,074 | |
| 2 | APA |
APA Corp
|
718,044 | $23,386,655 | |
| 3 | COP |
Conocophillips
|
72,929 | $7,581,674 | |
| 4 | CHRD |
Chord Energy Corp
|
33,749 | $3,857,487 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
73,437 | $3,566,814 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
9,271 | $1,629,646 | |
| 7 | DVN |
Devon Energy Corp/De
|
29,021 | $1,199,129 | |
| 8 | TPL |
Texas Pacific Land Corp
|
2,130 | $932,162 |
All Filings in OXY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,566,814 | 73,437 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,502,095 | 69,263 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $514,856 | 12,521 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $644,811 | 13,647 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $498,526 | 11,867 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $653,518 | 13,240 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $515,044 | 10,424 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,836,830 | 35,639 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $681,540 | 10,813 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $484,171 | 7,450 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,880,814 | 81,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,229,128 | 96,010 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,879,329 | 151,009 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $30,059,920 | 481,498 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $24,854,027 | 394,571 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,357,913 | 152,285 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,157,365 | 206,477 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,093,946 | 160,274 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,098,065 | 175,856 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,072,422 | 36,255 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,225,314 | 39,185 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $421,288 | 15,826 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $251,012 | 14,501 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $826,095 | 82,527 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,926,459 | 105,271 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $869,055 | 75,048 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||