Position in OXY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,716
+$4,865 QoQ
Shares Held
653
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#288
of 391 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $5,196,356 across 8 Oil & Gas E&P names. OXY ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
37,897 | $3,939,772 | |
| 2 | DVN |
Devon Energy Corp/De
|
27,786 | $1,148,117 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
300 | $52,734 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
653 | $31,716 | |
| 5 | EQT |
EQT Corp
|
300 | $15,951 | |
| 6 | APA |
APA Corp
|
132 | $4,299 | |
| 7 | EOG |
Eog Resources Inc
|
29 | $3,762 | |
| 8 | VOC |
VOC Energy Trust
|
2 | $5 |
All Filings in OXY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,716 | 653 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $26,851 | 653 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $30,854 | 653 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,432 | 653 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,232 | 653 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,264 | 653 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,655 | 653 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,158 | 653 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $42,438 | 653 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $38,990 | 653 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $54,628 | 842 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $49,509 | 842 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $52,566 | 842 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $55,368 | 879 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $51,755 | 879 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $49,874 | 879 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $31,309 | 1,080 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,475 | 726 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $27,486 | 879 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,911 | 748 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,655 | 500 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||