EverSource Wealth Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1710537
BIRMINGHAM, AL
Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,127,790
-$1,337,985 QoQ
Shares Held
23,220
-38.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#463
of 1,234 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $24,392,180 across 53 Oil & Gas E&P names. OXY ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
69,039 | $12,135,669 | |
| 2 | TPL |
Texas Pacific Land Corp
|
12,827 | $5,613,603 | |
| 3 | COP |
Conocophillips
|
12,774 | $1,327,980 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
23,220 | $1,127,790 | |
| 5 | EOG |
Eog Resources Inc
|
8,443 | $1,095,305 | |
| 6 | DVN |
Devon Energy Corp/De
|
18,029 | $744,954 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
3,227 | $294,265 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
7,872 | $276,618 |
All Filings in OXY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,790 | 23,220 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,465,775 | 37,935 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,151,768 | 28,010 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,343,883 | 28,442 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,275,295 | 30,357 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,511,402 | 30,620 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,396,323 | 28,260 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,656,184 | 32,134 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,913,211 | 30,354 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,235,068 | 34,391 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,884,922 | 31,568 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,120,860 | 32,689 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,153,077 | 36,617 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,212,705 | 35,443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,804,095 | 28,641 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,341,697 | 21,834 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $60,999 | 1,036 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $65,874 | 1,161 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $42,759 | 1,475 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||