INDEPENDENT FINANCIAL GROUP, LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 275484
SAN DIEGO, CA
Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,699,890
+$4,382,609 QoQ
Shares Held
72,306
+837.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,745,031 across 8 Oil & Gas E&P names. OXY ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
This page
|
72,306 | $4,699,890 | |
| 2 | DVN |
Devon Energy Corp/De
|
33,637 | $1,692,613 | |
| 3 | COP |
Conocophillips
|
9,373 | $1,237,236 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
6,201 | $1,226,495 | |
| 5 | TPL |
Texas Pacific Land Corp
|
621 | $294,701 | |
| 6 | EOG |
Eog Resources Inc
|
1,916 | $276,996 | |
| 7 | HPK |
HighPeak Energy, Inc.
|
26,000 | $179,400 | |
| 8 | CRGY |
Crescent Energy Co
|
10,200 | $137,700 |
All Filings in OXY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,699,890 | 72,306 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,281 | 7,716 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $460,026 | 9,736 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $483,072 | 11,499 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $559,693 | 11,339 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $322,795 | 6,533 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $341,194 | 6,620 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $693,771 | 11,007 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $665,432 | 10,239 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $814,922 | 13,648 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,032,240 | 15,910 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $536,432 | 9,123 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $556,188 | 8,909 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $550,910 | 8,746 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $635,147 | 10,336 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $591,979 | 10,054 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $784,317 | 13,823 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $354,634 | 12,233 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $503,924 | 17,036 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $504,822 | 16,144 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $357,479 | 13,429 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $276,354 | 15,965 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $206,586 | 20,638 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $499,827 | 27,313 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $408,322 | 35,261 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||