Position in OXY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$260,092
-$79,858 QoQ
Shares Held
5,355
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#795
of 1,232 holders
Holding Since
Dec 2023
11 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, 2026FSM Wealth Advisors, LLC holds $787,866 across 3 Oil & Gas E&P names. OXY ranks #2 (33.0% of the industry book) .
All Filings in OXY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,092 | 5,355 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $339,950 | 5,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $210,945 | 5,130 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $237,478 | 5,026 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $195,682 | 4,658 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $206,226 | 4,178 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $201,197 | 4,072 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $207,448 | 4,025 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $243,169 | 3,858 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $251,251 | 3,866 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $230,361 | 3,858 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||