Position in OXY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,071,323
-$856,432 QoQ
Shares Held
63,235
+4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#303
of 1,232 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Mar 31, 2025CallValue
$69,104
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $24,820,403 across 15 Oil & Gas E&P names. OXY ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
166,308 | $6,871,846 | |
| 2 | COP |
Conocophillips
|
49,547 | $5,150,905 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
63,235 | $3,071,323 | |
| 4 | APA |
APA Corp
|
79,616 | $2,593,092 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
9,247 | $1,625,437 | |
| 6 | EXE |
EXPAND ENERGY Corp
|
17,030 | $1,552,964 | |
| 7 | EOG |
Eog Resources Inc
|
9,874 | $1,280,953 | |
| 8 | RRC |
Range Resources Corp
|
19,894 | $739,856 |
All Filings in OXY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,071,323 | 63,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,927,755 | 60,427 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,693,444 | 41,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,123,745 | 44,947 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,717,872 | 40,892 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,898,780 | 38,468 | Shares | Sole | 2025-05-08 | |
| 2025-03-31 | $69,104 | 1,400 | Call | Sole | 2025-05-08 | |
| 2024-12-31 | $1,596,881 | 32,319 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,528,831 | 29,663 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,485,272 | 39,430 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $943,589 | 14,519 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $861,077 | 14,421 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,029,126 | 15,862 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $212,856 | 3,620 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $241,479 | 3,868 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $230,228 | 3,655 | Shares | Sole | 2023-01-11 | |
| 2021-09-30 | $52,031 | 1,759 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $32,364 | 1,035 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $8,358 | 314 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,760 | 275 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,995 | 599 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,344 | 456 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $56,000 | 4,836 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||