Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,594,591
-$2,385,939 QoQ
Shares Held
135,775
-1.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
5.48%
of 13F equity value
Holder Rank
#218
of 1,232 holders
Holding Since
Sep 2024
8 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, 2026Concorde Financial Corp holds $19,314,829 across 3 Oil & Gas E&P names. OXY ranks #1 (34.1% of the industry book) .
All Filings in OXY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,594,591 | 135,775 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,980,530 | 138,162 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,581,711 | 135,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,181,529 | 109,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,985,242 | 118,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,662,085 | 114,710 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,380,600 | 108,897 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,709,137 | 110,771 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||