JEPPSON WEALTH MANAGEMENT, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1831263
MANHATTAN BEACH, CA
Position in OXY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,581,050
-$682,640 QoQ
Shares Held
32,552
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#398
of 1,232 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,581,460 across 4 Oil & Gas E&P names. OXY ranks #1 (44.1% of the industry book) .
All Filings in OXY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,050 | 32,552 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,263,690 | 34,826 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,440,598 | 35,034 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,449,110 | 30,669 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,319,198 | 31,402 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,155,649 | 43,672 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,094,736 | 42,395 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,383,106 | 46,238 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,821,790 | 44,769 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,941,642 | 45,263 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,771,260 | 46,412 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,962,810 | 45,666 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,624,832 | 44,640 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,996,390 | 47,996 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,663,091 | 42,278 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,733,541 | 44,484 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,612,152 | 44,364 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,500,077 | 44,062 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,486,926 | 51,291 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,592,232 | 53,828 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,669,192 | 53,380 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,451,322 | 54,520 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,070,363 | 61,835 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $384,404 | 38,402 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||