Position in OXY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$272,914
-$98,821 QoQ
Shares Held
5,619
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#778
of 1,232 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,103,891 across 6 Oil & Gas E&P names. OXY ranks #3 (13.0% of the industry book) .
All Filings in OXY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,914 | 5,619 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $371,735 | 5,719 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $231,053 | 5,619 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $279,672 | 5,919 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $262,310 | 6,244 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $293,395 | 5,944 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $293,692 | 5,944 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $306,353 | 5,944 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $374,649 | 5,944 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $386,299 | 5,944 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $334,673 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $363,652 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $329,574 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $349,919 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $353,058 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $344,427 | 5,605 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $330,022 | 5,605 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $18,440 | 325 | Shares | Defined | 2025-10-02 | |
| 2021-12-31 | $9,421 | 325 | Shares | Defined | 2025-10-02 | |
| 2021-09-30 | $9,613 | 325 | Shares | Defined | 2025-10-02 | |
| 2021-06-30 | $10,162 | 325 | Shares | Defined | 2025-10-02 | |
| 2021-03-31 | $8,651 | 325 | Shares | Defined | 2025-10-02 | |
| 2020-12-31 | $5,625 | 325 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $5,395 | 539 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $48,549 | 2,653 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $66,653 | 5,756 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||