Philip James Wealth Mangement, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 2002630
MILTON, GA
Position in OXY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,358,261
-$7,156,629 QoQ
Shares Held
419,153
-1.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#114
of 1,232 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $33,258,775 across 5 Oil & Gas E&P names. OXY ranks #1 (61.2% of the industry book) .
All Filings in OXY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,358,261 | 419,153 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $27,514,890 | 423,306 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,085,072 | 415,493 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $17,313,203 | 366,417 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,326,214 | 364,823 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,589,913 | 376,619 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,685,487 | 398,411 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,877,291 | 133,436 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||