Caerus Investment Advisors, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1862682
WEST LAKE HILLS, TX
Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,996
-$12,814 QoQ
Shares Held
4,653
+26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#828
of 1,232 holders
Holding Since
Mar 2026
2 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, 2026Caerus Investment Advisors, LLC holds $1,098,137 across 5 Oil & Gas E&P names. OXY ranks #3 (20.6% of the industry book) .
All Filings in OXY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,996 | 4,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $238,810 | 3,674 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||