Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OXY holding history

Occidental Petroleum Corp in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OXY overviewAll 13F holders of OXYFull Q2 2026 holdings

Shares (Q2 2026)
23,220
Value
$1.13M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of OXY by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,220$1.13M<0.1%−14,715−38.8%ReducedHolders
Q1 202637,935$2.47M0.1%+9,925+35.4%AddedHolders
Q4 202528,010$1.15M<0.1%−432−1.5%ReducedHolders
Q3 202528,442$1.34M0.1%−1,915−6.3%ReducedHolders
Q2 202530,357$1.28M0.1%−263−0.9%ReducedHolders
Q1 202530,620$1.51M0.1%+2,360+8.4%AddedHolders
Q4 202428,260$1.40M0.1%−3,874−12.1%ReducedHolders
Q3 202432,134$1.66M0.1%+1,780+5.9%AddedHolders
Q2 202430,354$1.85M0.1%−4,037−11.7%ReducedHolders
Q1 202434,391$2.27M0.2%+2,823+8.9%AddedHolders
Q4 202331,568$1.88M0.2%−1,121−3.4%ReducedHolders
Q3 202332,689$2.12M0.2%−3,928−10.7%ReducedHolders
Q2 202336,617$2.15M0.2%+1,174+3.3%AddedHolders
Q1 202335,443$2.21M0.3%+6,802+23.7%AddedHolders
Q4 202228,641$1.80M0.3%+6,807+31.2%AddedHolders
Q3 202221,834$1.34M0.3%+20,798+2,007.5%AddedHolders
Q2 20221,036$61.0K<0.1%−125−10.8%ReducedHolders
Q1 20221,161$66.0K<0.1%−314−21.3%ReducedHolders
Q4 20211,475$43.0K<0.1%–No prior filingHolders