Position in OXY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$346,012
-$135,638 QoQ
Shares Held
7,124
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#702
of 1,232 holders
Holding Since
Dec 2022
11 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 Jun 30, 2026Apella Capital, LLC holds $2,047,544 across 3 Oil & Gas E&P names. OXY ranks #3 (16.9% of the industry book) .
All Filings in OXY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,012 | 7,124 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $481,650 | 7,410 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $288,621 | 7,019 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $320,638 | 6,786 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $256,639 | 6,109 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $275,873 | 5,589 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $273,089 | 5,527 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $227,034 | 3,602 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $220,381 | 3,391 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $218,386 | 3,366 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $215,425 | 3,420 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||