Position in OXY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,918
-$55,177 QoQ
Shares Held
5,372
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#794
of 1,232 holders
Holding Since
Mar 2026
2 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, 2026COFG Advisors, LLC holds $471,858 across 2 Oil & Gas E&P names. OXY ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
This page
|
5,372 | $260,918 | |
| 2 | EOG |
Eog Resources Inc
|
1,626 | $210,940 |
All Filings in OXY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,918 | 5,372 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $316,095 | 4,863 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||