KINGSWOOD WEALTH ADVISORS, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1987855
SAN DIEGO, CA
Position in OXY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$865,323
-$382,352 QoQ
Shares Held
17,816
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#515
of 1,232 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $14,709,715 across 10 Oil & Gas E&P names. OXY ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
21,051 | $9,212,759 | |
| 2 | COP |
Conocophillips
|
17,385 | $1,807,344 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
This page
|
17,816 | $865,323 | |
| 4 | DVN |
Devon Energy Corp/De
|
19,857 | $820,491 | |
| 5 | EOG |
Eog Resources Inc
|
4,484 | $581,709 | |
| 6 | SJT |
San Juan Basin Royalty Trust
|
155,450 | $498,994 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,670 | $243,477 | |
| 8 | PR |
Permian Resources Corp
|
13,114 | $241,428 |
All Filings in OXY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,323 | 17,816 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,247,675 | 19,195 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $933,629 | 22,705 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,099,980 | 23,280 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $944,762 | 22,489 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,086,956 | 22,021 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,518,715 | 30,737 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,578,670 | 30,630 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,477,738 | 23,445 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,637,748 | 25,200 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $884,066 | 14,806 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $272,690 | 4,203 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $430,886 | 7,328 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||