Position in OXY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$434,604
-$115,426 QoQ
Shares Held
8,948
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#663
of 1,232 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $5,366,862 across 10 Oil & Gas E&P names. OXY ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
15,187 | $1,578,840 | |
| 2 | EOG |
Eog Resources Inc
|
6,637 | $861,018 | |
| 3 | DVN |
Devon Energy Corp/De
|
13,318 | $550,299 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
2,527 | $444,196 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
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|
8,948 | $434,604 | |
| 6 | WDS |
Woodside Energy Group Ltd
|
22,221 | $429,309 | |
| 7 | EQT |
EQT Corp
|
6,113 | $325,028 | |
| 8 | MTDR |
Matador Resources Co
|
5,315 | $264,580 |
All Filings in OXY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,604 | 8,948 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $550,030 | 8,462 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $320,982 | 7,806 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $405,972 | 8,592 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $294,742 | 7,016 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $328,885 | 6,663 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $313,901 | 6,353 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $275,893 | 5,353 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $277,332 | 4,400 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $311,692 | 4,796 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $242,064 | 4,054 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $256,535 | 3,954 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $226,732 | 3,856 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $249,720 | 4,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $228,086 | 3,621 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $3,006,936 | 52,995 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||