Filing Research | OCCIDENTAL PETE CORP WTS EXP 08/03/2027 Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	Adams Asset Advisors, LLC	Shares	468.3KSH	$12.5M
2	Farther Finance Advisors, LLC	Shares	2.5KSH	$66.3K
3	LRI Investments, LLC	Shares	2.0KSH	$53.3K
4	Sawyer & Company, Inc	Shares	1.3KSH	$26.6K
5	AMERICAN NATIONAL BANK & TRUST	Shares	696SH	$18.5K
6	FARMERS & MERCHANTS INVESTMENTS INC	Shares	424SH	$11.3K
7	EASTERN BANK	Shares	347SH	$9.3K
8	TRUST CO OF TOLEDO NA /OH/	Shares	295SH	$7.9K
9	ST GERMAIN D J CO INC	Shares	271SH	$7.2K
10	Triumph Capital Management	Shares	256SH	$6.8K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	245SH	$6.4K
12	TOMPKINS FINANCIAL CORP	Shares	234SH	$6.2K
13	Blue Trust, Inc.	Shares	209SH	$5.6K
14	ARMSTRONG ADVISORY GROUP, INC	Shares	199SH	$5.3K
15	IFP Advisors, Inc	Shares	193SH	$5.1K
16	EverSource Wealth Advisors, LLC	Shares	151SH	$4.0K
17	LANARK FINANCIAL, INC.	Shares	147SH	$3.9K
18	Oakworth Capital, Inc.	Shares	143SH	$3.8K
19	CoreCap Advisors, LLC	Shares	139SH	$3.7K
20	Allied Private Wealth LLC	Shares	100SH	$3.2K
21	AdvisorNet Financial, Inc	Shares	112SH	$3.0K
22	Hughes Financial Services, LLC	Shares	110SH	$2.9K
23	Trust Co	Shares	103SH	$2.7K
24	Pacifica Partners Inc.	Shares	100SH	$2.7K
25	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	78SH	$2.1K
26	Founders Capital Management	Shares	75SH	$2.0K
27	Golden State Wealth Management, LLC	Shares	62SH	$1.7K
28	Princeton Global Asset Management LLC	Shares	62SH	$1.7K
29	FINANCIAL CONSULATE, INC	Shares	61SH	$1.6K
30	Provenance Wealth Advisors, LLC	Shares	57SH	$1.5K
31	SALEM INVESTMENT COUNSELORS INC	Shares	56SH	$1.5K
32	HARBOR INVESTMENT ADVISORY, LLC	Shares	51SH	$1.4K
33	ENTRUST FINANCIAL LLC	Shares	50SH	$1.3K
34	Crewe Advisors LLC	Shares	47SH	$1.3K
35	GHP Investment Advisors, Inc.	Shares	45SH	$1.2K
36	Mosley Wealth Management	Shares	39SH	$1.0K
37	HHM Wealth Advisors, LLC	Shares	36SH	$959
38	Kentucky Trust Co	Shares	36SH	$959
39	Spire Wealth Management	Shares	36SH	$959
40	High Note Wealth, LLC	Shares	31SH	$826
41	Atlantic Edge Private Wealth Management, LLC	Shares	30SH	$799
42	OLD SECOND NATIONAL BANK OF AURORA	Shares	28SH	$746
43	FIRST FINANCIAL CORP /IN/	Shares	25SH	$666
44	Fortitude Family Office, LLC	Shares	25SH	$666
45	MARYLAND CAPITAL ADVISORS INC.	Shares	25SH	$666
46	Vision Retirement, LLC	Shares	25SH	$666
47	ACIMA PRIVATE WEALTH, LLC	Shares	22SH	$586
48	Perkins Coie Trust Co	Shares	21SH	$558
49	BFSG, LLC	Shares	17SH	$453
50	Grove Bank & Trust	Shares	17SH	$453

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Manager changes2026-06-30 vs 2026-03-31

50 / 79 loaded

#		Instrument
1	LRI Investments, LLC new	Shares	+2.0K	+$53.3K	$53.3K
2	AdvisorNet Financial, Inc added	Shares	+72	+$1.3K	$3.0K
3	Fortitude Family Office, LLC new	Shares	+25	+$666	$666
4	Grove Bank & Trust new	Shares	+17	+$453	$453
5	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+8	+$143	$373
6	Mosley Wealth Management unchanged	Shares	0	+$44	$1.0K
7	TSFG, LLC unchanged	Shares	0	-$6	$10
8	Holos Integrated Wealth LLC unchanged	Shares	0	-$11	$30
9	ATWOOD & PALMER INC unchanged	Shares	0	-$16	$27
10	Carolina Wealth Advisors, LLC unchanged	Shares	0	-$16	$27
11	GAMMA Investing LLC unchanged	Shares	0	-$33	$53
12	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$33	$53
13	Versant Capital Management, Inc unchanged	Shares	0	-$33	$53
14	Abound Wealth Management unchanged	Shares	0	-$49	$80
15	WEBSTER BANK, N. A. unchanged	Shares	0	-$65	$107
16	Register Financial Advisors LLC unchanged	Shares	0	-$82	$133
17	Main Street Group, LTD unchanged	Shares	0	-$97	$160
18	Quaker Wealth Management, LLC unchanged	Shares	0	-$130	$214
19	Ares Financial Consulting, LLC unchanged	Shares	0	-$149	$320
20	TOWER TRUST & INVESTMENT Co unchanged	Shares	0	-$163	$266
21	Bogart Wealth, LLC unchanged	Shares	0	-$179	$293
22	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$179	$293
23	BARRETT & COMPANY, INC. unchanged	Shares	0	-$195	$320
24	FIRST HORIZON CORP unchanged	Shares	0	-$195	$320
25	Key FInancial Inc unchanged	Shares	0	-$195	$320
26	Midway Capital Research & Management unchanged	Shares	0	-$195	$320
27	Ameliora Wealth Management Ltd. unchanged	Shares	0	-$228	$373
28	Mountain Hill Investment Partners Corp. unchanged	Shares	0	-$228	$373
29	COUNTRY TRUST BANK unchanged	Shares	0	-$244	$400
30	Hickory Point Bank & Trust unchanged	Shares	0	-$260	$427
31	BFSG, LLC unchanged	Shares	0	-$277	$453
32	Investment Research & Advisory Group, Inc. exited	Shares	-7	-$300	$0
33	Perkins Coie Trust Co unchanged	Shares	0	-$342	$558
34	ACIMA PRIVATE WEALTH, LLC unchanged	Shares	0	-$358	$586
35	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	-$407	$666
36	Vision Retirement, LLC unchanged	Shares	0	-$407	$666
37	OLD SECOND NATIONAL BANK OF AURORA unchanged	Shares	0	-$455	$746
38	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$488	$799
39	High Note Wealth, LLC unchanged	Shares	0	-$504	$826
40	Kentucky Trust Co unchanged	Shares	0	-$585	$959
41	HHM Wealth Advisors, LLC unchanged	Shares	0	-$586	$959
42	Spire Wealth Management trimmed	Shares	-1	-$628	$959
43	CGC Financial Services, LLC exited	Shares	-15	-$644	$0
44	GHP Investment Advisors, Inc. unchanged	Shares	0	-$732	$1.2K
45	Crewe Advisors LLC unchanged	Shares	0	-$765	$1.3K
46	ENTRUST FINANCIAL LLC unchanged	Shares	0	-$813	$1.3K
47	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$830	$1.4K
48	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$911	$1.5K
49	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$927	$1.5K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$992	$1.6K

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