Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$384,917
-$130,338 QoQ
Shares Held
7,925
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,231 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $793,488 across 28 Oil & Gas E&P names. OXY ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
This page
|
7,925 | $384,917 | |
| 2 | BTE |
Baytex Energy Corp.
|
20,000 | $80,000 | |
| 3 | EOG |
Eog Resources Inc
|
420 | $54,486 | |
| 4 | DVN |
Devon Energy Corp/De
|
1,072 | $44,295 | |
| 5 | EQT |
EQT Corp
|
714 | $37,963 | |
| 6 | COP |
Conocophillips
|
365 | $37,945 | |
| 7 | RRC |
Range Resources Corp
|
879 | $32,690 | |
| 8 | TPL |
Texas Pacific Land Corp
|
70 | $30,634 |
All Filings in OXY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,917 | 7,925 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $515,255 | 7,927 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $325,752 | 7,922 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $374,314 | 7,922 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $332,929 | 7,925 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $740 | 15 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $741 | 15 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,927 | 115 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $50,171 | 796 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,471 | 315 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,808 | 315 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,461 | 115 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,114 | 155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $38,394 | 615 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,243 | 115 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,066 | 115 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,969 | 509 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,468 | 114 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,232 | 215 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $23,989 | 811 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $25,328 | 810 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $26,912 | 1,011 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $17,552 | 1,014 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,150 | 1,014 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $18,574 | 1,015 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $11,742 | 1,014 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||