Position in OXY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$22,750
-$2,662 QoQ
Shares Held
350
-43.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Avion Wealth holds $1,061,274 across 28 Oil & Gas E&P names. OXY ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
3,113 | $410,916 | |
| 2 | DVN |
Devon Energy Corp/De
|
6,806 | $342,477 | |
| 3 | EOG |
Eog Resources Inc
|
1,152 | $166,544 | |
| 4 | NOG |
Northern Oil & Gas, Inc.
|
947 | $27,680 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
350 | $22,750 | |
| 6 | DMLP |
Dorchester Minerals, L.P.
|
512 | $13,875 | |
| 7 | SM |
SM Energy Co
|
397 | $12,378 | |
| 8 | APA |
APA Corp
|
282 | $11,968 |
All Filings in OXY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,750 | 350 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,412 | 618 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $37,185 | 787 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $34,112 | 812 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $30,850 | 625 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $30,881 | 625 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $31,027 | 602 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $23,321 | 370 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $23,526 | 362 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,509 | 243 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,895 | 245 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $134,887 | 2,294 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $136,471 | 2,186 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $143,995 | 2,286 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $140,474 | 2,286 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $128,711 | 2,186 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,553 | 186 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,392 | 186 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,501 | 186 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,816 | 186 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,951 | 186 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,219 | 186 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,312 | 231 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,227 | 231 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $810 | 70 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||