Position in OXY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$224,684
New position
Shares Held
4,626
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#829
of 1,232 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 22%
Shared 0%
None 78%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,392,503 across 6 Oil & Gas E&P names. OXY ranks #4 (16.1% of the industry book) .
All Filings in OXY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,684 | 4,626 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||