PlanVest Financial, Inc
Position in OXY — Occidental Petroleum Corp /De/
CIK 2135239
GAITHERSBURG, MD
Position in OXY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,324
-$8,906 QoQ
Shares Held
542
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,010
of 1,232 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $52,259 across 3 Oil & Gas E&P names. OXY ranks #1 (50.4% of the industry book) .
All Filings in OXY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,324 | 542 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $35,230 | 542 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||