Montgomery Financial Services LLC

Position in OXY — Occidental Petroleum Corp /De/

CIK 2149844 OCEAN CITY, MD

Position in OXY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,793

New position

Shares Held

284

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,068

of 1,232 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Montgomery Financial Services LLC holds $26,761 across 3 Oil & Gas E&P names. OXY ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/ This page	284	$13,793
2	COP	Conocophillips	85	$8,836
3	DVN	Devon Energy Corp/De	100	$4,132

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,793	284	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.