Everhart Financial Group, Inc.

Position in OXY — Occidental Petroleum Corp /De/

CIK 1852858 Dublin, OH

Position in OXY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$571,863

-$148,922 QoQ

Shares Held

11,774

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#600

of 1,232 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,399,952 across 5 Oil & Gas E&P names. OXY ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	32,757	$1,353,519
2	COP	Conocophillips	9,028	$938,550
3	OXY	Occidental Petroleum Corp /De/ This page	11,774	$571,863
4	EOG	Eog Resources Inc	2,417	$313,557
5	EQT	EQT Corp	4,184	$222,463

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$571,863	11,774	+6.2%	Shares	Sole	2026-07-09
2026-03-31	$720,785	11,089	+37.1%	Shares	Sole	2026-04-09
2025-12-31	$332,578	8,088	-26.9%	Shares	Sole	2026-01-07
2025-09-30	$522,443	11,057	+9.8%	Shares	Sole	2025-11-04
2025-06-30	$423,208	10,074	+4.0%	Shares	Sole	2025-08-07
2025-03-31	$477,903	9,682	+65.3%	Shares	Sole	2025-04-16
2024-12-31	$289,493	5,859	-28.2%	Shares	Sole	2025-01-30
2024-09-30	$420,514	8,159	-18.2%	Shares	Sole	2024-11-04
2024-06-30	$628,598	9,973	-13.1%	Shares	Sole	2024-07-24
2024-03-31	$745,565	11,472	+88.3%	Shares	Sole	2024-05-13
2023-12-31	$363,693	6,091	-18.3%	Shares	Sole	2024-01-12
2023-09-30	$483,810	7,457	+2.3%	Shares	Sole	2023-10-25
2023-06-30	$428,534	7,288	-0.6%	Shares	Sole	2023-07-13
2023-03-31	$457,924	7,335	-28.9%	Shares	Sole	2023-04-25
2022-12-31	$650,182	10,322	+0.0%	Shares	Sole	2023-02-09
2022-09-30	$634,225	10,321	+12.0%	Shares	Sole	2022-10-12
2022-06-30	$542,402	9,212	+38.5%	Shares	Sole	2022-07-12
2022-03-31	$377,491	6,653	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.