Position in OXY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,365
+$309 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,087
of 1,232 holders
Holding Since
Jun 2025
3 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, 2026Advantage Trust Co holds $894,324 across 3 Oil & Gas E&P names. OXY ranks #3 (1.3% of the industry book) .
All Filings in OXY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,365 | 234 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $11,056 | 234 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,830 | 234 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||