Belpointe Asset 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 | $591K | Sell |
12,166
-2,101
| -15% | -$119K | 0.02% | 664 |
|
|
2026
Q1 | $927K | Buy |
14,267
+3,738
| +36% | +$188K | 0.03% | 481 |
|
|
2025
Q4 | $433K | Sell |
10,529
-19,674
| -65% | -$821K | 0.02% | 704 |
|
|
2025
Q3 | $1.43M | Buy |
30,203
+18,937
| +168% | +$856K | 0.05% | 306 |
|
|
2025
Q2 | $473K | Sell |
11,266
-782
| -6% | -$32.7K | 0.02% | 592 |
|
|
2025
Q1 | $595K | Sell |
12,048
-17,700
| -59% | -$864K | 0.03% | 515 |
|
|
2024
Q4 | $1.7M | Sell |
29,748
-4,625
| -13% | -$234K | 0.1% | 198 |
|
|
2024
Q3 | $1.77M | Buy |
34,373
+20,298
| +144% | +$1.16M | 0.11% | 187 |
|
|
2024
Q2 | $887K | Sell |
14,075
-2,179
| -13% | -$140K | 0.06% | 304 |
|
|
2024
Q1 | $1.06M | Sell |
16,254
-5,246
| -24% | -$313K | 0.08% | 247 |
|
|
2023
Q4 | $1.28M | Buy |
21,500
+542
| +3% | +$33.1K | 0.11% | 179 |
|
|
2023
Q3 | $1.36M | Buy |
20,958
+4,271
| +26% | +$269K | 0.14% | 150 |
|
|
2023
Q2 | $981K | Sell |
16,687
-9,413
| -36% | -$565K | 0.1% | 186 |
|
|
2023
Q1 | $1.63M | Buy |
26,100
+15,666
| +150% | +$973K | 0.09% | 237 |
|
|
2022
Q4 | $657K | Sell |
10,434
-284
| -3% | -$19.3K | 0.04% | 427 |
|
|
2022
Q3 | $658K | Sell |
10,718
-106
| -1% | -$6.79K | 0.04% | 412 |
|
|
2022
Q2 | $638K | Buy |
10,824
+1,603
| +17% | +$98.5K | 0.04% | 403 |
|
|
2022
Q1 | $524K | Sell |
9,221
-1,089
| -11% | -$48.2K | 0.03% | 533 |
|
|
2021
Q4 | $299K | Buy |
10,310
+1,018
| +11% | +$31.9K | 0.02% | 714 |
|
|
2021
Q3 | $275K | Sell |
9,292
-1,524
| -14% | -$40.7K | 0.02% | 728 |
|
|
2021
Q2 | $338K | Sell |
10,816
-1,923
| -15% | -$51.6K | 0.02% | 633 |
|
|
2021
Q1 | $338K | Buy |
12,739
+2,379
| +23% | +$59.5K | 0.03% | 555 |
|
|
2020
Q4 | $179K | Sell |
10,360
-2,335
| -18% | -$32K | 0.02% | 734 |
|
|
2020
Q3 | $127K | Sell |
12,695
-33,253
| -72% | -$469K | 0.01% | 689 |
|
|
2020
Q2 | $840K | Sell |
45,948
-46,973
| -51% | -$740K | 0.11% | 201 |
|
|
2020
Q1 | $1.08M | Buy |
92,921
+83,470
| +883% | +$2.74M | 0.19% | 124 |
|
|
2019
Q4 | $389K | Buy |
9,451
+4,164
| +79% | +$167K | 0.05% | 374 |
|
|
2019
Q3 | $235K | Sell |
5,287
-4,495
| -46% | -$213K | 0.04% | 439 |
|
|
2019
Q2 | $492K | Sell |
9,782
-1,137
| -10% | -$64K | 0.1% | 234 |
|
|
2019
Q1 | $723K | Buy |
+10,919
| New | +$719K | 0.14% | 121 |
|
|
2018
Q3 | – | Sell |
-7,050
| Closed | -$590K | – | 654 |
|
|
2018
Q2 | $590K | Sell |
7,050
-417
| -6% | -$33.3K | 0.16% | 127 |
|
|
2018
Q1 | $485K | Buy |
7,467
+3,707
| +99% | +$259K | 0.14% | 170 |
|
|
2017
Q4 | $277K | Buy |
+3,760
| New | +$255K | 0.06% | 355 |
|
Other funds holding OXY
SI
CB
AAA
PJWM
Belpointe Asset Management's OXY Position: Q2 2026 in Review
Belpointe Asset Management reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $119K and leaving 12,166 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #664.
Belpointe Asset Management first reported a position in OXY in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.77M in Q3 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Belpointe Asset Management held 12,166 shares of Occidental Petroleum worth $591K as of Q2 2026.
- Belpointe Asset Management sold 2,101 Occidental Petroleum shares in Q2 2026, an estimated $119K.
- Occidental Petroleum made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #664 holding.
- Belpointe Asset Management first reported a position in Occidental Petroleum in Q4 2017 and has held it in 33 quarters since.
- Belpointe Asset Management's Occidental Petroleum position peaked at $1.77M in Q3 2024.
- 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.