Bernard Wealth Management Corp.
Position in OXY — Occidental Petroleum Corp /De/
CIK 2056313
ROYAL OAK, MI
Position in OXY
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$11,753
-$3,977 QoQ
Shares Held
242
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,082
of 1,232 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $21,629 across 2 Oil & Gas E&P names. OXY ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
This page
|
242 | $11,753 | |
| 2 | COP |
Conocophillips
|
95 | $9,876 |
All Filings in OXY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,753 | 242 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $15,730 | 242 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,951 | 242 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $11,434 | 242 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,166 | 242 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $31,689 | 642 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,764 | 400 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||