Confluence Wealth Services, Inc.
Position in OXY — Occidental Petroleum Corp /De/
CIK 1910411
MCMURRAY, PA
Position in OXY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$290,934
+$45,943 QoQ
Shares Held
5,990
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#757
of 1,232 holders
Holding Since
Dec 2021
15 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, 2026Confluence Wealth Services, Inc. holds $9,860,047 across 7 Oil & Gas E&P names. OXY ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
37,595 | $3,908,376 | |
| 2 | TPL |
Texas Pacific Land Corp
|
5,128 | $2,244,217 | |
| 3 | EOG |
Eog Resources Inc
|
16,567 | $2,149,236 | |
| 4 | DVN |
Devon Energy Corp/De
|
11,538 | $476,750 | |
| 5 | RRC |
Range Resources Corp
|
11,364 | $422,627 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
2,093 | $367,907 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
This page
|
5,990 | $290,934 |
All Filings in OXY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,934 | 5,990 | Shares | Sole | 2026-07-22 | |
| 2025-09-30 | $244,991 | 5,185 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $206,780 | 4,185 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $216,674 | 4,204 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $267,247 | 4,240 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $273,217 | 4,204 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $251,020 | 4,204 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $240,315 | 3,704 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $217,795 | 3,704 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $231,240 | 3,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $233,314 | 3,704 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $227,610 | 3,704 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $224,273 | 3,809 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $210,448 | 3,709 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $107,523 | 3,709 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||