Capital Analysts LLC’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 | $89K | Sell |
1,830
-623
| -25% | -$35.4K | ﹤0.01% | 871 |
|
|
2026
Q1 | $159K | Buy |
2,453
+7
| +0.3% | +$352 | ﹤0.01% | 685 |
|
|
2025
Q4 | $101K | Sell |
2,446
-18
| -0.7% | -$751 | ﹤0.01% | 766 |
|
|
2025
Q3 | $116K | Buy |
2,464
+2,446
| +13,589% | +$111K | ﹤0.01% | 694 |
|
|
2025
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1366 |
|
|
2025
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1346 |
|
|
2024
Q4 | $1K | Buy |
18
+1
| +6% | +$51 | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1K | Sell |
17
-68
| -80% | -$3.88K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $5K | Buy |
85
+68
| +400% | +$4.36K | ﹤0.01% | 1047 |
|
|
2024
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $1K | Sell |
17
-320
| -95% | -$19.9K | ﹤0.01% | 952 |
|
|
2022
Q4 | $21K | Buy |
337
+320
| +1,882% | +$21.8K | ﹤0.01% | 754 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1065 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 983 |
|
|
2022
Q1 | $1K | Buy |
+17
| New | +$752 | ﹤0.01% | 907 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1025 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 960 |
|
|
2021
Q2 | $1K | Sell |
17
-181
| -91% | -$4.86K | ﹤0.01% | 914 |
|
|
2021
Q1 | $5K | Buy |
198
+1
| +0.5% | +$25 | ﹤0.01% | 876 |
|
|
2020
Q4 | $3K | Hold |
197
| – | – | ﹤0.01% | 658 |
|
|
2020
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 710 |
|
|
2020
Q2 | $4K | Buy |
197
+10
| +5% | +$158 | ﹤0.01% | 623 |
|
|
2020
Q1 | $2K | Buy |
187
+3
| +2% | +$99 | ﹤0.01% | 637 |
|
|
2019
Q4 | $8K | Sell |
184
-76
| -29% | -$3.04K | ﹤0.01% | 577 |
|
|
2019
Q3 | $11K | Buy |
+260
| New | +$12.3K | ﹤0.01% | 533 |
|
|
2017
Q4 | – | Sell |
-42
| Closed | -$3K | – | 469 |
|
|
2017
Q3 | $3K | Buy |
+42
| New | +$2.56K | ﹤0.01% | 442 |
|
|
2017
Q2 | – | Sell |
-10,563
| Closed | -$669K | – | 382 |
|
|
2017
Q1 | $669K | Buy |
10,563
+1,346
| +15% | +$89.5K | 0.11% | 133 |
|
|
2016
Q4 | $657K | Buy |
9,217
+412
| +5% | +$29.3K | 0.12% | 128 |
|
|
2016
Q3 | $642K | Buy |
8,805
+56
| +0.6% | +$4.19K | 0.12% | 121 |
|
|
2016
Q2 | $661K | Sell |
8,749
-42
| -0.5% | -$3.14K | 0.13% | 121 |
|
|
2016
Q1 | $602K | Buy |
+8,791
| New | +$589K | 0.12% | 137 |
|
Other funds holding OXY
Capital Analysts LLC's OXY Position: Q2 2026 in Review
Capital Analysts LLC reduced its Occidental Petroleum (OXY) stake by 25% in Q2 2026, selling an estimated $35.4K and leaving 1,830 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #871.
Capital Analysts LLC first reported a position in OXY in Q1 2016 and has held it in 33 quarters since. The position peaked at $669K in Q1 2017. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Capital Analysts LLC held 1,830 shares of Occidental Petroleum worth $89K as of Q2 2026.
- Capital Analysts LLC sold 623 Occidental Petroleum shares in Q2 2026, an estimated $35.4K.
- Occidental Petroleum made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #871 holding.
- Capital Analysts LLC first reported a position in Occidental Petroleum in Q1 2016 and has held it in 33 quarters since.
- Capital Analysts LLC's Occidental Petroleum position peaked at $669K in Q1 2017.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.