Position in OXY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,971,942
-$321,583 QoQ
Shares Held
40,600
+15.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#364
of 1,231 holders
Holding Since
Mar 2022
18 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, 2026HB Wealth Management, LLC holds $25,469,430 across 20 Oil & Gas E&P names. OXY ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
63,925 | $6,645,643 | |
| 2 | EOG |
Eog Resources Inc
|
29,863 | $3,874,126 | |
| 3 | DVN |
Devon Energy Corp/De
|
50,855 | $2,101,328 | |
| 4 | TPL |
Texas Pacific Land Corp
|
4,721 | $2,066,098 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
40,600 | $1,971,942 | |
| 6 | EQT |
EQT Corp
|
34,086 | $1,812,352 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
7,291 | $1,281,611 | |
| 8 | APA |
APA Corp
|
31,654 | $1,030,970 |
All Filings in OXY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,942 | 40,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,293,525 | 35,285 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $939,962 | 22,859 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,129,275 | 23,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $855,617 | 20,367 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,109,267 | 22,473 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,119,630 | 22,660 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $895,249 | 17,370 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,243,770 | 19,733 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,155,002 | 17,772 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,013,696 | 16,977 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $936,867 | 14,440 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $775,278 | 13,185 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $793,859 | 12,716 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $778,619 | 12,361 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $713,373 | 11,609 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $781,455 | 13,272 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $250,166 | 4,409 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||