Occidental Petroleum Corporation
CH ˙ SWX ˙ US6745991058
SecurityCH:OXY / Occidental Petroleum Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership3,390 shares
Latest Disclosed Value $ 220,331
Wealthcare Advisory Partners LLC ownership in OXY / Occidental Petroleum Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 3,390 shares of Occidental Petroleum Corporation (CH:OXY) valued at $220,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 0 shares of Occidental Petroleum Corporation.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F OCCIDENTAL PETE COM 674599105 3,390 3,390 220 0.0043
2026-01-14 2025-12-31 13F OCCIDENTAL PETE COM 674599105 0 -100.00 0
2025-11-07 2025-09-30 13F OCCIDENTAL PETE COM 674599105 7,898 -1,184 -13.04 373 -2.10 0.0078
2025-07-22 2025-06-30 13F OCCIDENTAL PETE COM 674599105 9,082 -416 -4.38 382 -18.59 0.0087
2025-04-15 2025-03-31 13F OCCIDENTAL PETE COM 674599105 9,498 -1,388 -12.75 469 -12.85 0.0126
2025-01-15 2024-12-31 13F OCCIDENTAL PETE COM 674599105 10,886 4,581 72.66 538 65.74 0.0149
2024-11-04 2024-09-30 13F OCCIDENTAL PETE COM 674599105 6,305 644 11.38 325 -8.99 0.0093
2024-08-12 2024-06-30 13F OCCIDENTAL PETE COM 674599105 5,661 -528 -8.53 357 -11.44 0.0111
2024-04-15 2024-03-31 13F OCCIDENTAL PETE COM 674599105 6,189 -266 -4.12 402 4.42 0.0132
2024-02-06 2023-12-31 13F OCCIDENTAL PETE COM 674599105 6,455 1,731 36.64 385 25.82 0.0153
2023-10-12 2023-09-30 13F OCCIDENTAL PETE COM 674599105 4,724 -508 -9.71 306 -0.33 0.0141
2023-07-17 2023-06-30 13F OCCIDENTAL PETE COM 674599105 5,232 988 23.28 308 16.29 0.0138
2023-05-04 2023-03-31 13F OCCIDENTAL PETE COM 674599105 4,244 44 1.05 265 0.00 0.0114
2023-02-13 2022-12-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 4,200 4,200 265 0.0126
2021-08-16 2021-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 0 -1,711 -100.00 0 -100.00
2021-04-30 2021-03-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,711 1,711 46 0.0033
2020-07-29 2020-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 0 -292 -100.00 0 -100.00
2020-04-29 2020-03-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 292 33 12.74 3 -72.73 0.0004
2020-01-29 2019-12-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 259 -650 -71.51 11 -72.50 0.0014
2019-10-16 2019-09-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 909 -251 -21.64 40 -31.03 0.0058
2019-07-30 2019-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,160 2 0.17 58 -24.68 0.0092
2019-05-13 2019-03-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,158 2 0.17 77 8.45 0.0131
2019-02-14 2018-12-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,156 51 4.62 71 -21.98 0.0138
2018-11-14 2018-09-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,105 -196 -15.07 91 -16.51 0.0167
2018-08-13 2018-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,301 126 10.72 109 43.42 0.0214
2018-05-14 2018-03-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,175 -90 -7.11 76 -18.28 0.0172
2018-02-14 2017-12-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,265 123 10.77 93 27.40 0.0239
2017-11-15 2017-09-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1,142 1,141 114,100.00 73 0.0217
2017-08-28 2017-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1 0 0.00 0 0.0000
2017-04-11 2017-03-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1 0 0.00 0 0.0000
2017-01-11 2016-12-31 13F OCCIDENTAL PETROLEUM COMMON 674599105 1 0 0.00 0 0.0000
2016-10-14 2016-09-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1 0 0.00 0 0.0000
2016-08-25 2016-06-30 13F OCCIDENTAL PETROLEUM COMMON 674599105 1 1 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.