SEC 13F Intelligence

Stapp Wealth Management, Pllc / OXY

Stapp Wealth Management, Pllc’s Occidental Pete Corp Position

Does Stapp Wealth Management, Pllc own Occidental Pete Corp (OXY)? Not currently — the last reported position was 31.5K shares worth $1M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2025
Shares
31.5K
% of Portfolio
+2.00%
Quarters Held
11
position exited

Position History OXY

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202531.5K$1M+2.00%
Q2 202530.9K$1M+1.87%
Q1 202529.8K$1M+2.26%
Q4 202425.3K$1M+1.95%
Q3 202421.9K$1M+1.82%
Q2 202421.0K$1M+2.29%
Q1 202420.7K$1M+2.34%
Q4 202319.5K$1M+1.96%
Q3 202319.7K$1M+2.46%
Q2 202319.7K$1M+2.30%
Q1 202318.7K$1M+1.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of OXY.