Net Worth Advisory Group OXY — OCCIDENTAL PETE CORP

Ownership history in Net Worth Advisory Group  ·  8 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported OCCIDENTAL PETE CORP (OXY) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows OXY at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OXY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Net Worth Advisory Group's position in OCCIDENTAL PETE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OXY was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OXY stock page Net Worth Advisory Group fund profile Net Worth Advisory Group full holdings
How Net Worth Advisory Group held OXY — position size vs. price
% of Fund (quarterly)    OXY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 19,387 +69 +0.4% 0.24% $942K 2026-07-14 $54.57
2026 Q1 REDUCED — — — 19,318 -327 -1.7% 0.26% $1.3M 2026-05-05 $59.07
2025 Q4 ADDED — — — 19,645 +7,766 +65.4% 0.16% $808K 2026-01-14 $43.91
2025 Q3 REDUCED 23.8% -14.0% ✅ 11,879 -3,701 -23.8% 0.16% $561K 2025-10-15 $41.25
2025 Q2 ADDED — — — 15,580 +3,541 +29.4% 0.15% $655K 2025-07-22 $42.68
2025 Q1 ADDED — — — 12,039 +81 +0.7% 0.19% $594K 2025-04-15 $36.83
2024 Q4 REDUCED 20.5% +0.4% ❌ 11,958 -3,078 -20.5% 0.18% $591K 2025-02-07 $45.35
2024 Q3 INITIATED — — — 15,036 — — 0.23% $775K 2024-10-17 $49.91

🏢 Other funds also holding OXY

As of 2026 Q2 — sorted by position size

Adams Asset Advisors, LLC 3Y 7Y 9.09% SCHARF INVESTMENTS, LLC 3Y 7Y 5.11% Asset Management Advisors, LLC 3Y 7Y 3.13% Guardian Wealth Management, Inc. 3Y 2.57% Corecam Pte. Ltd. 1.95% Intrinsic Value Partners, LLC 3Y 1.4% Cutter & CO Brokerage, Inc. 3Y 7Y 1.33% Lincoln Capital LLC 3Y 7Y 0.55% Hardin Capital Partners, LLC 0.47% Chemistry Wealth Management LLC 3Y 0.36%

FAQ About Net Worth Advisory Group and OXY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Net Worth Advisory Group reported owning OXY?

Net Worth Advisory Group reported OXY across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported OXY position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for OXY was 0.26% in 2026 Q1.

What is the latest reported OXY position on this page?

The most recent filing on this page is 2026 Q2, when Net Worth Advisory Group reported 19,387 shares, equal to 0.24% of portfolio, with an estimated market value of $942K.

What does the chart on this OXY ownership page compare?

The chart compares Net Worth Advisory Group's quarterly OXY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Net Worth Advisory Group time their OXY position?

Based on 13F filing dates vs. subsequent OXY price moves, Net Worth Advisory Group correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on OXY relative to SPY over the holding period was -10.2%.

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