Avior Wealth Management’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 | $761K | Buy |
14,847
+786
| +6% | +$44.6K | 0.02% | 421 |
|
|
2026
Q1 | $931K | Sell |
14,061
-5,156
| -27% | -$259K | 0.03% | 373 |
|
|
2025
Q4 | $840K | Sell |
19,217
-2,607
| -12% | -$109K | 0.03% | 337 |
|
|
2025
Q3 | $1.07M | Sell |
21,824
-408
| -2% | -$18.4K | 0.03% | 286 |
|
|
2025
Q2 | $983K | Sell |
22,232
-21,176
| -49% | -$885K | 0.03% | 284 |
|
|
2025
Q1 | $2.18M | Sell |
43,408
-15,823
| -27% | -$773K | 0.08% | 170 |
|
|
2024
Q4 | $2.97M | Sell |
59,231
-910
| -2% | -$46K | 0.11% | 143 |
|
|
2024
Q3 | $3.14M | Buy |
60,141
+550
| +0.9% | +$31.4K | 0.12% | 131 |
|
|
2024
Q2 | $3.78M | Buy |
59,591
+4,571
| +8% | +$293K | 0.16% | 110 |
|
|
2024
Q1 | $3.59M | Buy |
55,020
+52,445
| +2,037% | +$3.13M | 0.17% | 114 |
|
|
2023
Q4 | $178K | Sell |
2,575
-347
| -12% | -$21.2K | 0.01% | 535 |
|
|
2023
Q3 | $206K | Buy |
2,922
+303
| +12% | +$19.1K | 0.01% | 519 |
|
|
2023
Q2 | $179K | Sell |
2,619
-147
| -5% | -$8.82K | 0.01% | 547 |
|
|
2023
Q1 | $193K | Sell |
2,766
-348
| -11% | -$21.6K | 0.01% | 534 |
|
|
2022
Q4 | $216K | Buy |
3,114
+2
| +0.1% | +$136 | 0.02% | 457 |
|
|
2022
Q3 | $212K | Buy |
3,112
+602
| +24% | +$38.5K | 0.02% | 445 |
|
|
2022
Q2 | $173K | Buy |
2,510
+102
| +4% | +$6.26K | 0.02% | 437 |
|
|
2022
Q1 | $164K | Hold |
2,408
| – | – | 0.01% | 449 |
|
|
2021
Q4 | $137K | Sell |
2,408
-51
| -2% | -$1.6K | 0.01% | 466 |
|
|
2021
Q3 | $139K | Hold |
2,459
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $140K | Sell |
2,459
-673
| -21% | -$18.1K | 0.01% | 434 |
|
|
2021
Q1 | $153K | Sell |
3,132
-214
| -6% | -$5.35K | 0.02% | 419 |
|
|
2020
Q4 | $141K | Sell |
3,346
-390
| -10% | -$5.35K | 0.02% | 405 |
|
|
2020
Q3 | $131K | Sell |
3,736
-200
| -5% | -$2.82K | 0.02% | 416 |
|
|
2020
Q2 | $154K | Sell |
3,936
-500
| -11% | -$7.88K | 0.02% | 398 |
|
|
2020
Q1 | $143K | Buy |
4,436
+2,051
| +86% | +$67.4K | 0.03% | 387 |
|
|
2019
Q4 | $151K | Buy |
2,385
+806
| +51% | +$32.3K | 0.02% | 397 |
|
|
2019
Q3 | $118K | Sell |
1,579
-40
| -2% | -$1.89K | 0.02% | 400 |
|
|
2019
Q2 | $121K | Buy |
1,619
+63
| +4% | +$3.54K | 0.02% | 397 |
|
|
2019
Q1 | $119K | Sell |
1,556
-3,545
| -69% | -$234K | 0.03% | 390 |
|
|
2018
Q4 | $336K | Hold |
5,101
| – | – | 0.08% | 228 |
|
|
2018
Q3 | $411K | Sell |
5,101
-525
| -9% | -$42.4K | 0.09% | 214 |
|
|
2018
Q2 | $461K | Buy |
5,626
+1,612
| +40% | +$129K | 0.1% | 184 |
|
|
2018
Q1 | $279K | Buy |
4,014
+2,418
| +152% | +$169K | 0.06% | 239 |
|
|
2017
Q4 | $122K | Buy |
1,596
+15
| +0.9% | +$1.02K | 0.03% | 427 |
|
|
2017
Q3 | $121K | Hold |
1,581
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $120K | Sell |
1,581
-10,627
| -87% | -$650K | 0.05% | 147 |
|
|
2017
Q1 | $795K | Sell |
12,208
-1,014
| -8% | -$67.5K | 0.27% | 100 |
|
|
2016
Q4 | $958K | Buy |
13,222
+2,230
| +20% | +$158K | 0.36% | 93 |
|
|
2016
Q3 | $810K | Buy |
10,992
+1,815
| +20% | +$136K | 0.32% | 96 |
|
|
2016
Q2 | $692K | Buy |
9,177
+18
| +0.2% | +$1.34K | 0.29% | 96 |
|
|
2016
Q1 | $627K | Buy |
9,159
+1,925
| +27% | +$129K | 0.28% | 100 |
|
|
2015
Q4 | $488K | Buy |
7,234
+265
| +4% | +$19.1K | 0.27% | 93 |
|
|
2015
Q3 | $460K | Buy |
6,969
+6,917
| +13,302% | +$483K | 0.27% | 95 |
|
|
2015
Q2 | $4K | Sell |
52
-40
| -43% | -$3.12K | ﹤0.01% | 328 |
|
|
2015
Q1 | $7K | Buy |
92
+52
| +130% | +$4.02K | 0.01% | 274 |
|
|
2014
Q4 | $3K | Buy |
+40
| New | +$3.32K | ﹤0.01% | 287 |
|
|
2014
Q2 | – | Sell |
-92
| Closed | -$8K | – | 335 |
|
|
2014
Q1 | $8K | Buy |
+92
| New | +$8.22K | 0.01% | 242 |
|
Other funds holding OXY
Avior Wealth Management's OXY Position: Q2 2026 in Review
Avior Wealth Management increased its Occidental Petroleum (OXY) stake by 5.6% in Q2 2026, buying an estimated $44.6K and bringing the position to 14,847 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #421.
Avior Wealth Management first reported a position in OXY in Q1 2014 and has held it in 48 quarters since. The position peaked at $3.78M in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Avior Wealth Management held 14,847 shares of Occidental Petroleum worth $761K as of Q2 2026.
- Avior Wealth Management bought 786 Occidental Petroleum shares in Q2 2026, an estimated $44.6K.
- Occidental Petroleum made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #421 holding.
- Avior Wealth Management first reported a position in Occidental Petroleum in Q1 2014 and has held it in 48 quarters since.
- Avior Wealth Management's Occidental Petroleum position peaked at $3.78M in Q2 2024.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.