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Aptus Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Aptus Capital Advisors’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
28,529
+846
+3% +$48K 0.01% 566
2026
Q1 		$1.8M Sell
27,683
-2,618
-9% -$132K 0.01% 489
2025
Q4 		$1.25M Buy
30,301
+15,957
+111% +$666K 0.01% 534
2025
Q3 		$678K Sell
14,344
-16,909
-54% -$764K ﹤0.01% 634
2025
Q2 		$1.31M Buy
31,253
+2,769
+10% +$116K 0.01% 484
2025
Q1 		$1.41M Sell
28,484
-2,201
-7% -$107K 0.01% 449
2024
Q4 		$1.52M Buy
30,685
+2,655
+9% +$134K 0.02% 441
2024
Q3 		$1.44M Sell
28,030
-917
-3% -$52.3K 0.02% 356
2024
Q2 		$1.82M Sell
28,947
-105
-0.4% -$6.73K 0.03% 305
2024
Q1 		$1.89M Buy
29,052
+1,472
+5% +$87.9K 0.04% 306
2023
Q4 		$1.65M Sell
27,580
-1,497
-5% -$91.4K 0.05% 244
2023
Q3 		$1.89M Buy
29,077
+2,713
+10% +$171K 0.05% 234
2023
Q2 		$1.55M Buy
26,364
+530
+2% +$31.8K 0.04% 240
2023
Q1 		$1.62M Buy
25,834
+576
+2% +$35.8K 0.04% 232
2022
Q4 		$1.59M Buy
25,258
+1,584
+7% +$108K 0.05% 231
2022
Q3 		$1.46M Buy
23,674
+657
+3% +$42.1K 0.04% 229
2022
Q2 		$1.36M Buy
23,017
+2,265
+11% +$139K 0.04% 218
2022
Q1 		$1.18M Buy
20,752
+2,302
+12% +$102K 0.03% 244
2021
Q4 		$535K Buy
18,450
+1
+0% +$31 0.02% 279
2021
Q3 		$546K Sell
18,449
-174
-0.9% -$4.64K 0.01% 281
2021
Q2 		$582K Buy
+18,623
New +$500K 0.02% 277
2020
Q1 		– Sell
-16,825
Closed -$693K – 500
2019
Q4 		$693K Sell
16,825
-47,199
-74% -$1.89M 0.05% 215
2019
Q3 		$2.85M Buy
64,024
+47,049
+277% +$2.22M 0.16% 65
2019
Q2 		$853K Buy
16,975
+1
+0% +$56 0.12% 135
2019
Q1 		$1.12M Buy
16,974
+452
+3% +$29.8K 0.19% 107
2018
Q4 		$1.01M Buy
+16,522
New +$1.16M 0.27% 66

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aptus Capital Advisors's OXY Position: Q2 2026 in Review

Aptus Capital Advisors increased its Occidental Petroleum (OXY) stake by 3.1% in Q2 2026, buying an estimated $48K and bringing the position to 28,529 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #566.

Aptus Capital Advisors first reported a position in OXY in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.85M in Q3 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Aptus Capital Advisors held 28,529 shares of Occidental Petroleum worth $1.39M as of Q2 2026.
  • Aptus Capital Advisors bought 846 Occidental Petroleum shares in Q2 2026, an estimated $48K.
  • Occidental Petroleum made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #566 holding.
  • Aptus Capital Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 26 quarters since.
  • Aptus Capital Advisors's Occidental Petroleum position peaked at $2.85M in Q3 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.