Position in OXY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$530,530
-$181,740 QoQ
Shares Held
10,923
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 1,205 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $7,324,228 across 45 Oil & Gas E&P names. OXY ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
23,443 | $2,437,134 | |
| 2 | DVN |
Devon Energy Corp/De
|
46,016 | $1,901,381 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
4,742 | $833,548 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
13,433 | $530,603 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
This page
|
10,923 | $530,530 | |
| 6 | EOG |
Eog Resources Inc
|
3,022 | $392,044 | |
| 7 | WDS |
Woodside Energy Group Ltd
|
7,614 | $147,102 | |
| 8 | EQT |
EQT Corp
|
2,035 | $108,200 |
All Filings in OXY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,530 | 10,923 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $712,270 | 10,958 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $288,251 | 7,010 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $606,784 | 12,842 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $611,791 | 14,563 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $604,758 | 12,252 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $615,945 | 12,466 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $986,733 | 19,145 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,029,468 | 16,333 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $433,743 | 6,674 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $765,661 | 12,823 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $801,462 | 12,353 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $926,629 | 15,759 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $990,327 | 15,863 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $247,739 | 3,933 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $259,073 | 4,216 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $96,739 | 1,643 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $90,784 | 1,600 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $46,384 | 1,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,328 | 1,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,329 | 2,409 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $61,066 | 2,294 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,709 | 2,294 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,962 | 2,294 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,980 | 2,294 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $53,488 | 4,619 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||