Modern Wealth Management, LLC

Position in OXY — Occidental Petroleum Corp /De/

CIK 2001900 KANSAS CITY, MO

Position in OXY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$482,638

-$1,361,672 QoQ

Shares Held

9,937

-65.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#642

of 1,231 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Energy · as of Jun 30, 2026

Modern Wealth Management, LLC holds $4,302,831 across 8 Oil & Gas E&P names. OXY ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	12,741	$1,324,552
2	DVN	Devon Energy Corp/De	20,222	$835,572
3	EOG	Eog Resources Inc	4,480	$581,189
4	OXY	Occidental Petroleum Corp /De/ This page	9,937	$482,638
5	APA	APA Corp	10,057	$327,553
6	EQT	EQT Corp	5,444	$289,456
7	GPRK	GeoPark Ltd	25,775	$234,552
8	AR	ANTERO RESOURCES Corp	6,469	$227,319

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,638	9,937	-65.0%	Shares	Other	2026-08-14
2026-03-31	$1,844,310	28,374	+2.3%	Shares	Other	2026-05-14
2025-12-31	$1,139,968	27,723	+19.1%	Shares	Other	2026-02-17
2025-09-30	$1,099,885	23,278	+216.4%	Shares	Other	2025-11-12
2025-06-30	$309,023	7,356	+14.4%	Shares	Other	2025-11-12
2025-03-31	$317,383	6,430	-15.1%	Shares	Other	2025-06-02
2024-12-31	$374,179	7,573	-1.4%	Shares	Other	2025-05-30
2024-09-30	$395,773	7,679	+0.7%	Shares	Other	2025-05-30
2024-06-30	$480,539	7,624	+1.0%	Shares	Other	2025-05-29
2024-03-31	$490,672	7,550	+7.6%	Shares	Other	2025-05-29
2023-12-31	$418,863	7,015	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.