Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,265
-$1,500 QoQ
Shares Held
479
+25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,018
of 1,231 holders
Holding Since
Mar 2020
23 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, 2026Crewe Advisors LLC holds $7,247,856 across 13 Oil & Gas E&P names. OXY ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
75,202 | $3,998,490 | |
| 2 | EXE |
EXPAND ENERGY Corp
|
33,134 | $3,021,489 | |
| 3 | COP |
Conocophillips
|
1,185 | $123,192 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
479 | $23,265 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
866 | $21,866 | |
| 6 | DVN |
Devon Energy Corp/De
|
419 | $17,313 | |
| 7 | VTS |
Vitesse Energy, Inc.
|
888 | $14,003 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
48 | $8,437 |
All Filings in OXY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,265 | 479 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,765 | 381 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,666 | 381 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,002 | 381 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,005 | 381 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,806 | 381 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,825 | 381 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $26,440 | 513 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,334 | 513 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $37,629 | 579 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $3,175 | 54 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,121 | 50 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,897 | 46 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,334 | 217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,772 | 132 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $45,108 | 1,556 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $46,026 | 1,556 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $48,656 | 1,556 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $41,420 | 1,556 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $26,934 | 1,556 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $15,575 | 1,556 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $28,474 | 1,556 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $18,018 | 1,556 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||