Position in OXY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,307,504
-$855,436 QoQ
Shares Held
26,920
-19.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#437
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, 2026Portside Wealth Group, LLC holds $4,313,237 across 5 Oil & Gas E&P names. OXY ranks #2 (30.3% 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 | $1,307,504 | 26,920 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $2,162,940 | 33,276 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,301,241 | 31,645 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,474,246 | 31,201 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $1,212,240 | 28,856 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,005,561 | 20,372 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $804,592 | 16,284 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $847,213 | 16,438 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $859,981 | 13,644 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $935,466 | 14,394 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $625,521 | 10,476 | Shares | Other | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||