Atria Investments’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
Q1 | $4.14M | Buy |
63,636
+8,421
| +15% | +$424K | 0.05% | 432 |
|
|
2025
Q4 | $2.27M | Sell |
55,215
-12,833
| -19% | -$536K | 0.03% | 676 |
|
|
2025
Q3 | $3.22M | Sell |
68,048
-4,269
| -6% | -$193K | 0.04% | 547 |
|
|
2025
Q2 | $3.04M | Sell |
72,317
-3,803
| -5% | -$159K | 0.04% | 559 |
|
|
2025
Q1 | $3.76M | Buy |
76,120
+5,344
| +8% | +$261K | 0.05% | 455 |
|
|
2024
Q4 | $3.5M | Sell |
70,776
-2,148
| -3% | -$108K | 0.04% | 471 |
|
|
2024
Q3 | $3.76M | Sell |
72,924
-18,494
| -20% | -$1.06M | 0.05% | 444 |
|
|
2024
Q2 | $5.76M | Sell |
91,418
-258
| -0.3% | -$16.5K | 0.07% | 301 |
|
|
2024
Q1 | $5.96M | Buy |
91,676
+3,674
| +4% | +$219K | 0.08% | 293 |
|
|
2023
Q4 | $5.25M | Sell |
88,002
-4,546
| -5% | -$277K | 0.08% | 285 |
|
|
2023
Q3 | $6M | Buy |
92,548
+45,362
| +96% | +$2.85M | 0.11% | 235 |
|
|
2023
Q2 | $2.77M | Sell |
47,186
-2,679
| -5% | -$161K | 0.05% | 446 |
|
|
2023
Q1 | $3.11M | Buy |
49,865
+5,332
| +12% | +$331K | 0.06% | 388 |
|
|
2022
Q4 | $2.8M | Buy |
44,533
+22,082
| +98% | +$1.5M | 0.06% | 401 |
|
|
2022
Q3 | $1.38M | Buy |
22,451
+3,008
| +15% | +$193K | 0.03% | 608 |
|
|
2022
Q2 | $1.15M | Buy |
+19,443
| New | +$1.19M | 0.02% | 695 |
|
|
2020
Q1 | – | Sell |
-29,385
| Closed | -$1.21M | – | 991 |
|
|
2019
Q4 | $1.21M | Buy |
29,385
+14,289
| +95% | +$572K | 0.03% | 467 |
|
|
2019
Q3 | $671K | Buy |
15,096
+284
| +2% | +$13.4K | 0.02% | 517 |
|
|
2019
Q2 | $643K | Sell |
14,812
-1,247
| -8% | -$70.2K | 0.02% | 511 |
|
|
2019
Q1 | $1.06M | Buy |
16,059
+2,467
| +18% | +$163K | 0.05% | 341 |
|
|
2018
Q4 | $834K | Sell |
13,592
-25,344
| -65% | -$1.78M | 0.04% | 347 |
|
|
2018
Q3 | $3.2M | Sell |
38,936
-835
| -2% | -$67.5K | 0.13% | 141 |
|
|
2018
Q2 | $3.33M | Sell |
39,771
-14,432
| -27% | -$1.15M | 0.15% | 128 |
|
|
2018
Q1 | $3.52M | Buy |
54,203
+1,904
| +4% | +$133K | 0.17% | 113 |
|
|
2017
Q4 | $3.85M | Sell |
52,299
-1,232
| -2% | -$83.6K | 0.19% | 98 |
|
|
2017
Q3 | $3.44M | Sell |
53,531
-95
| -0.2% | -$5.79K | 0.19% | 100 |
|
|
2017
Q2 | $3.21M | Buy |
53,626
+10,225
| +24% | +$626K | 0.2% | 94 |
|
|
2017
Q1 | $2.75M | Buy |
43,401
+14,822
| +52% | +$986K | 0.18% | 114 |
|
|
2016
Q4 | $2.04M | Buy |
28,579
+23,554
| +469% | +$1.67M | 0.16% | 124 |
|
|
2016
Q3 | $366K | Sell |
5,025
-556
| -10% | -$41.6K | 0.03% | 363 |
|
|
2016
Q2 | $422K | Buy |
5,581
+818
| +17% | +$61.1K | 0.05% | 302 |
|
|
2016
Q1 | $326K | Sell |
4,763
-5,260
| -52% | -$353K | 0.04% | 348 |
|
|
2015
Q4 | $632K | Buy |
10,023
+166
| +2% | +$11.9K | 0.07% | 195 |
|
|
2015
Q3 | $651K | Sell |
9,857
-4,477
| -31% | -$313K | 0.09% | 156 |
|
|
2015
Q2 | $1.11M | Sell |
14,334
-706
| -5% | -$55.1K | 0.13% | 116 |
|
|
2015
Q1 | $1.1M | Sell |
15,040
-303
| -2% | -$23.4K | 0.12% | 129 |
|
|
2014
Q4 | $1.24M | Sell |
15,343
-706
| -4% | -$58.6K | 0.13% | 122 |
|
|
2014
Q3 | $1.48M | Buy |
16,049
+1,219
| +8% | +$117K | 0.15% | 114 |
|
|
2014
Q2 | $1.46M | Buy |
14,830
+336
| +2% | +$31.6K | 0.15% | 131 |
|
|
2014
Q1 | $1.32M | Buy |
14,494
+1,770
| +14% | +$158K | 0.13% | 140 |
|
|
2013
Q4 | $1.16M | Sell |
12,724
-1,627
| -11% | -$149K | 0.12% | 165 |
|
|
2013
Q3 | $1.29M | Buy |
14,351
+33
| +0.2% | +$2.84K | 0.13% | 120 |
|
|
2013
Q2 | $1.22M | Buy |
+14,318
| New | +$1.21M | 0.15% | 88 |
|
Other funds holding OXY
VCM
VPM
HHII
Atria Investments's OXY Position: Q1 2026 in Review
Atria Investments increased its Occidental Petroleum (OXY) stake by 15% in Q1 2026, buying an estimated $424K and bringing the position to 63,636 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #432.
Atria Investments first reported a position in OXY in Q2 2013 and has held it in 43 quarters since. The position peaked at $6M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.
- Atria Investments held 63,636 shares of Occidental Petroleum worth $4.14M as of Q1 2026.
- Atria Investments bought 8,421 Occidental Petroleum shares in Q1 2026, an estimated $424K.
- Occidental Petroleum made up 0.05% of Atria Investments's portfolio in Q1 2026, its #432 holding.
- Atria Investments first reported a position in Occidental Petroleum in Q2 2013 and has held it in 43 quarters since.
- Atria Investments's Occidental Petroleum position peaked at $6M in Q3 2023.
- 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.