EVOLUTION WEALTH MANAGEMENT INC.
Position in OXY — Occidental Petroleum Corp /De/
CIK 2010029
FORT MYERS, FL
Position in OXY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,634
-$1,906 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,134
of 1,231 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $67,429 across 7 Oil & Gas E&P names. OXY ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRP |
Kimbell Royalty Partners, LP
|
1,350 | $19,615 | |
| 2 | DVN |
Devon Energy Corp/De
|
334 | $13,800 | |
| 3 | AR |
ANTERO RESOURCES Corp
|
350 | $12,299 | |
| 4 | COP |
Conocophillips
|
63 | $6,549 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
116 | $5,634 | |
| 6 | EOG |
Eog Resources Inc
|
37 | $4,800 | |
| 7 | EQT |
EQT Corp
|
89 | $4,732 |
All Filings in OXY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,634 | 116 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,540 | 116 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,769 | 116 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,386 | 114 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $4,789 | 114 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||