Aprio Wealth Management, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1803519
ATLANTA, GA
Position in OXY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$219,390
-$54,455 QoQ
Shares Held
4,517
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#837
of 1,232 holders
Holding Since
Jun 2025
4 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, 2026Aprio Wealth Management, LLC holds $3,223,449 across 6 Oil & Gas E&P names. OXY ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
15,504 | $1,611,795 | |
| 2 | EOG |
Eog Resources Inc
|
3,515 | $456,000 | |
| 3 | DVN |
Devon Energy Corp/De
|
9,019 | $372,665 | |
| 4 | APA |
APA Corp
|
8,810 | $286,941 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
7,004 | $276,658 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
This page
|
4,517 | $219,390 |
All Filings in OXY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,390 | 4,517 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $273,845 | 4,213 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $449,961 | 9,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,308 | 7,696 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||