Next Level Wealth Planning
OXY.WS icon

Next Level Wealth Planning’s Occidental Petroleum Corp Warrants OXY.WS Stock Holding History

Next Level Wealth Planning’s Portfolio OXY.WS Stock Details OXY.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.7K Buy
+1,315
New +$46.2K 0.02% 184

Other funds holding OXY.WS

Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sawyer & Company Boston, Massachusetts $298M AUM 31.19% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Rydar Equities
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Next Level Wealth Planning's OXY.WS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Occidental Petroleum Corp Warrants (OXY.WS) in Q3 2026: 1,315 shares worth $43.7K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

90 funds tracked by Wall St. Rank hold OXY.WS as of Q3 2026.

  • Next Level Wealth Planning held 1,315 shares of Occidental Petroleum Corp Warrants worth $43.7K as of Q3 2026.
  • Occidental Petroleum Corp Warrants was a new Next Level Wealth Planning position in Q3 2026.
  • Occidental Petroleum Corp Warrants made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #184 holding.
  • 90 funds tracked by Wall St. Rank held Occidental Petroleum Corp Warrants as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.