Foundations Investment Advisors, LLC

Endowment

Position in OXY — Occidental Petroleum Corp /De/

CIK 1743404 PHOENIX, AZ

Position in OXY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,562,496

+$958,776 QoQ

Shares Held

32,170

+246.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#401

of 1,232 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $4,245,302 across 6 Oil & Gas E&P names. OXY ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/ This page	32,170	$1,562,496
2	COP	Conocophillips	14,789	$1,537,464
3	DMLP	Dorchester Minerals, L.P.	16,274	$410,918
4	TPL	Texas Pacific Land Corp	639	$279,651
5	EOG	Eog Resources Inc	1,885	$244,541
6	FANG	Diamondback Energy, Inc.	1,196	$210,232

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,496	32,170	+246.4%	Shares	Sole	2026-08-14
2026-03-31	$603,720	9,288	-20.1%	Shares	Sole	2026-05-11
2025-12-31	$478,266	11,631	-19.9%	Shares	Sole	2026-02-10
2025-09-30	$686,117	14,521	+31.1%	Shares	Sole	2025-11-03
2025-06-30	$465,428	11,079	-1.9%	Shares	Sole	2025-08-08
2025-03-31	$557,422	11,293	+5.1%	Shares	Sole	2025-05-07
2024-12-31	$531,009	10,747	+0.7%	Shares	Sole	2025-01-22
2024-09-30	$549,828	10,668	+6.7%	Shares	Sole	2024-10-21
2024-06-30	$630,173	9,998	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$659,388	10,146	+19.6%	Shares	Sole	2024-05-13
2023-12-31	$506,519	8,483	-8.8%	Shares	Sole	2024-02-08
2023-09-30	$603,578	9,303	+2.5%	Shares	Sole	2023-10-05
2023-06-30	$533,727	9,077	+10.8%	Shares	Sole	2023-07-19
2023-03-31	$511,364	8,191	+93.0%	Shares	Sole	2023-04-25
2022-12-31	$267,392	4,245	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.