Holos Integrated Wealth LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 2080096
KENNETT SQUARE, PA
Position in OXY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,954
-$1,676 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,139
of 1,232 holders
Holding Since
Dec 2024
5 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, 2026Holos Integrated Wealth LLC holds $36,857 across 4 Oil & Gas E&P names. OXY ranks #4 (13.4% of the industry book) .
All Filings in OXY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,954 | 102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,630 | 102 | Shares | Sole | 2026-04-08 | |
| 2025-06-30 | $378 | 9 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $444 | 9 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $444 | 9 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||