SEC 13F Intelligence

Concorde Financial Corp / OXY

Concorde Financial Corp’s Occidental Pete Corp Position

Does Concorde Financial Corp own Occidental Pete Corp (OXY)? Yes — 138.2K shares worth $9M (+7.08% of its 13F portfolio) as of Q1 2026, up from 135.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
138.2K
% of Portfolio
+7.08%
Quarters Held
7
currently held

Position History OXY

Reported value by quarter
Q3 ’24: $6MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.2K$9M+7.08%
Q4 2025135.7K$6M+4.76%
Q3 2025109.7K$5M+2.87%
Q2 2025118.7K$5M+2.95%
Q1 2025114.7K$6M+3.12%
Q4 2024108.9K$5M+3.22%
Q3 2024110.8K$6M+3.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of OXY.