Heritage Wealth Management, Inc.
Position in OXY — Occidental Petroleum Corp /De/
CIK 1944755
CINCINNATI, OH
Position in OXY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,565
-$3,279 QoQ
Shares Held
4,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#867
of 1,232 holders
Holding Since
Jun 2024
5 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, 2026Heritage Wealth Management, Inc. holds $2,438,644 across 3 Oil & Gas E&P names. OXY ranks #2 (8.3% of the industry book) .
All Filings in OXY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,565 | 4,150 | Shares | Sole | 2026-07-28 | |
| 2025-03-31 | $204,844 | 4,150 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $280,055 | 5,668 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $307,590 | 5,968 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $426,587 | 6,768 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||