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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OXY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OXY Position History
Occidental Petroleum Corporation • Energy
Quarters held
5
Latest value
$28.2M
Q3 2026
Peak value
$28.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $3.7M |
| Q1 2026 | $9.5M |
| Q2 2026 | $10.7M |
| Q3 2026 | $28.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.2M | 502.2K | — | — |
| Q2 2026 | $10.7M | 220.2K | — | — |
| Q1 2026 | $9.5M | 157.9K | — | — |
| Q4 2025 | $3.7M | 88.6K | — | — |
| Q3 2025 | $5.1M | 112.1K | — | — |
Other funds holding OXY
$17.2B
$16.1B
$16.1B
$14.6B
$14.5B
$14.5B
$13.2B
$13.2B