Allworth Financial’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Buy |
40,959
+1,676
| +4% | +$95.2K | 0.01% | 533 |
|
|
2026
Q1 | $2.55M | Buy |
39,283
+10,589
| +37% | +$533K | 0.01% | 482 |
|
|
2025
Q4 | $1.18M | Sell |
28,694
-475
| -2% | -$19.8K | ﹤0.01% | 643 |
|
|
2025
Q3 | $1.38M | Buy |
29,169
+836
| +3% | +$37.8K | 0.01% | 577 |
|
|
2025
Q2 | $1.19M | Sell |
28,333
-1,653
| -6% | -$69.1K | 0.01% | 597 |
|
|
2025
Q1 | $1.21M | Buy |
29,986
+19,315
| +181% | +$943K | 0.01% | 490 |
|
|
2024
Q4 | $536K | Buy |
10,671
+5,620
| +111% | +$284K | ﹤0.01% | 673 |
|
|
2024
Q3 | $260K | Sell |
5,051
-168
| -3% | -$9.59K | ﹤0.01% | 738 |
|
|
2024
Q2 | $329K | Buy |
5,219
+878
| +20% | +$56.3K | ﹤0.01% | 666 |
|
|
2024
Q1 | $282K | Sell |
4,341
-1,245
| -22% | -$74.4K | ﹤0.01% | 684 |
|
|
2023
Q4 | $334K | Sell |
5,586
-2,885
| -34% | -$176K | ﹤0.01% | 622 |
|
|
2023
Q3 | $550K | Buy |
8,471
+4,509
| +114% | +$284K | ﹤0.01% | 466 |
|
|
2023
Q2 | $233K | Buy |
3,962
+22
| +0.6% | +$1.32K | ﹤0.01% | 661 |
|
|
2023
Q1 | $246K | Buy |
3,940
+204
| +5% | +$12.7K | ﹤0.01% | 612 |
|
|
2022
Q4 | $235K | Buy |
3,736
+394
| +12% | +$26.8K | ﹤0.01% | 597 |
|
|
2022
Q3 | $205K | Buy |
3,342
+149
| +5% | +$9.54K | ﹤0.01% | 588 |
|
|
2022
Q2 | $188K | Buy |
3,193
+1,328
| +71% | +$81.6K | ﹤0.01% | 565 |
|
|
2022
Q1 | $106K | Sell |
1,865
-1,521
| -45% | -$67.3K | ﹤0.01% | 713 |
|
|
2021
Q4 | $98K | Sell |
3,386
-4,961
| -59% | -$156K | ﹤0.01% | 685 |
|
|
2021
Q3 | $247K | Buy |
8,347
+2
| +0% | +$53 | ﹤0.01% | 429 |
|
|
2021
Q2 | $261K | Sell |
8,345
-645
| -7% | -$17.3K | ﹤0.01% | 334 |
|
|
2021
Q1 | $239K | Buy |
8,990
+283
| +3% | +$7.08K | ﹤0.01% | 333 |
|
|
2020
Q4 | $151K | Sell |
8,707
-492
| -5% | -$6.75K | ﹤0.01% | 313 |
|
|
2020
Q3 | $92K | Buy |
9,199
+5,020
| +120% | +$70.8K | ﹤0.01% | 340 |
|
|
2020
Q2 | $76K | Buy |
4,179
+345
| +9% | +$5.43K | ﹤0.01% | 357 |
|
|
2020
Q1 | $44K | Buy |
3,834
+2,678
| +232% | +$88K | ﹤0.01% | 424 |
|
|
2019
Q4 | $48K | Buy |
1,156
+88
| +8% | +$3.52K | ﹤0.01% | 373 |
|
|
2019
Q3 | $48K | Buy |
1,068
+166
| +18% | +$7.85K | ﹤0.01% | 331 |
|
|
2019
Q2 | $45K | Buy |
902
+395
| +78% | +$22.2K | ﹤0.01% | 339 |
|
|
2019
Q1 | $34K | Sell |
507
-331
| -39% | -$21.8K | ﹤0.01% | 375 |
|
|
2018
Q4 | $51K | Sell |
838
-33
| -4% | -$2.32K | ﹤0.01% | 272 |
|
|
2018
Q3 | $72K | Buy |
871
+5
| +0.6% | +$404 | ﹤0.01% | 248 |
|
|
2018
Q2 | $72K | Buy |
866
+40
| +5% | +$3.19K | ﹤0.01% | 233 |
|
|
2018
Q1 | $54K | Buy |
826
+4
| +0.5% | +$280 | ﹤0.01% | 242 |
|
|
2017
Q4 | $61K | Buy |
822
+5
| +0.6% | +$339 | ﹤0.01% | 221 |
|
|
2017
Q3 | $52K | Buy |
817
+4
| +0.5% | +$244 | ﹤0.01% | 236 |
|
|
2017
Q2 | $49K | Sell |
813
-15
| -2% | -$918 | ﹤0.01% | 254 |
|
|
2017
Q1 | $52K | Sell |
828
-119
| -13% | -$7.92K | ﹤0.01% | 227 |
|
|
2016
Q4 | $67K | Buy |
947
+151
| +19% | +$10.7K | 0.01% | 191 |
|
|
2016
Q3 | $58K | Buy |
796
+4
| +0.5% | +$299 | 0.01% | 200 |
|
|
2016
Q2 | $60K | Sell |
792
-230
| -23% | -$17.2K | 0.01% | 192 |
|
|
2016
Q1 | $70K | Buy |
1,022
+2
| +0.2% | +$134 | 0.01% | 185 |
|
|
2015
Q4 | $69K | Buy |
1,020
+3
| +0.3% | +$216 | 0.01% | 181 |
|
|
2015
Q3 | $67K | Buy |
1,017
+335
| +49% | +$23.4K | 0.02% | 178 |
|
|
2015
Q2 | $53K | Buy |
682
+343
| +101% | +$26.8K | 0.02% | 204 |
|
|
2015
Q1 | $25K | Buy |
+339
| New | +$26.2K | 0.01% | 276 |
|
Other funds holding OXY
Allworth Financial's OXY Position: Q2 2026 in Review
Allworth Financial increased its Occidental Petroleum (OXY) stake by 4.3% in Q2 2026, buying an estimated $95.2K and bringing the position to 40,959 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #533.
Allworth Financial first reported a position in OXY in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.55M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Allworth Financial held 40,959 shares of Occidental Petroleum worth $1.99M as of Q2 2026.
- Allworth Financial bought 1,676 Occidental Petroleum shares in Q2 2026, an estimated $95.2K.
- Occidental Petroleum made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #533 holding.
- Allworth Financial first reported a position in Occidental Petroleum in Q1 2015 and has held it in 46 quarters since.
- Allworth Financial's Occidental Petroleum position peaked at $2.55M in Q1 2026.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.