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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

OXY holding history

Occidental Petroleum Corp in every 13F filed by Portside Wealth Group, 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)
26,920
Value
$1.31M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of OXY by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,920$1.31M0.2%−6,356−19.1%ReducedHolders
Q1 202633,276$2.16M0.3%+1,631+5.2%AddedHolders
Q4 202531,645$1.30M0.2%+444+1.4%AddedHolders
Q3 202531,201$1.47M0.2%+2,345+8.1%AddedHolders
Q2 202528,856$1.21M0.2%+8,484+41.6%AddedHolders
Q1 202520,372$1.01M0.2%+4,088+25.1%AddedHolders
Q4 202416,284$804.6K0.1%−154−0.9%ReducedHolders
Q3 202416,438$847.2K0.1%+2,794+20.5%AddedHolders
Q2 202413,644$860.0K0.2%−750−5.2%ReducedHolders
Q1 202414,394$935.5K0.2%+3,918+37.4%AddedHolders
Q4 202310,476$625.5K0.1%+10,476NewHolders