EverSource Wealth Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1710537
BIRMINGHAM, AL
Position in OXY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,465,775
+$1,314,007 QoQ
Shares Held
37,935
+35.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $32,458,136 across 51 Oil & Gas E&P names. OXY ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
70,254 | $13,895,530 | |
| 2 | TPL |
Texas Pacific Land Corp
|
13,243 | $6,284,592 | |
| 3 | COP |
Conocophillips
|
20,267 | $2,675,244 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
37,935 | $2,465,775 | |
| 5 | EOG |
Eog Resources Inc
|
11,953 | $1,728,037 | |
| 6 | DVN |
Devon Energy Corp/De
|
27,934 | $1,405,633 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
4,927 | $540,881 | |
| 8 | EQT |
EQT Corp
|
6,154 | $391,633 |
All Filings in OXY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||