Cetera Investment Advisers
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Cetera Investment Advisers’s Occidental Petroleum OXY Stock Holding History

Cetera Investment Advisers’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 		$7.97M Sell
164,164
-7,233
-4% -$411K 0.01% 1290
2026
Q1 		$11.1M Sell
171,397
-59,835
-26% -$3.01M 0.01% 1008
2025
Q4 		$9.51M Sell
231,232
-36,665
-14% -$1.53M 0.01% 1064
2025
Q3 		$12.7M Buy
267,897
+20,211
+8% +$913K 0.01% 853
2025
Q2 		$10.4M Sell
247,686
-5,730
-2% -$239K 0.02% 810
2025
Q1 		$12.5M Sell
253,416
-4,887
-2% -$239K 0.02% 667
2024
Q4 		$12.8M Buy
258,303
+87,670
+51% +$4.43M 0.03% 609
2024
Q3 		$8.79M Buy
170,633
+16,551
+11% +$944K 0.02% 755
2024
Q2 		$9.71M Sell
154,082
-12,297
-7% -$789K 0.02% 682
2024
Q1 		$10.8M Buy
166,379
+137,634
+479% +$8.22M 0.03% 642
2023
Q4 		$1.72M Buy
28,745
+1,360
+5% +$83K 0.01% 858
2023
Q3 		$1.78M Buy
27,385
+4,249
+18% +$267K 0.02% 805
2023
Q2 		$1.36M Buy
23,136
+3,480
+18% +$209K 0.01% 940
2023
Q1 		$1.23M Sell
19,656
-2,907
-13% -$181K 0.01% 939
2022
Q4 		$1.42M Buy
22,563
+14,385
+176% +$980K 0.01% 841
2022
Q3 		$503K Sell
8,178
-5,800
-41% -$371K 0.01% 984
2022
Q2 		$823K Sell
13,978
-1,784
-11% -$110K 0.01% 872
2022
Q1 		$894K Sell
15,762
-3,699
-19% -$164K 0.01% 862
2021
Q4 		$564K Buy
19,461
+3,335
+21% +$105K 0.01% 1113
2021
Q3 		$477K Sell
16,126
-3,509
-18% -$93.7K 0.01% 1170
2021
Q2 		$614K Buy
19,635
+3,893
+25% +$104K 0.01% 1010
2021
Q1 		$419K Sell
15,742
-16,542
-51% -$414K 0.01% 1075
2020
Q4 		$559K Buy
+32,284
New +$443K 0.01% 911
2018
Q1 		– Sell
-2,966
Closed -$220K – 414
2017
Q4 		$220K Buy
+2,966
New +$201K 0.04% 369

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

Cetera Investment Advisers's OXY Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Occidental Petroleum (OXY) stake by 4.2% in Q2 2026, selling an estimated $411K and leaving 164,164 shares worth $7.97M. The position accounts for 0.01% of the portfolio, ranked #1290.

Cetera Investment Advisers first reported a position in OXY in Q4 2017 and has held it in 24 quarters since. The position peaked at $12.8M in Q4 2024. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cetera Investment Advisers held 164,164 shares of Occidental Petroleum worth $7.97M as of Q2 2026.
  • Cetera Investment Advisers sold 7,233 Occidental Petroleum shares in Q2 2026, an estimated $411K.
  • Occidental Petroleum made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1290 holding.
  • Cetera Investment Advisers first reported a position in Occidental Petroleum in Q4 2017 and has held it in 24 quarters since.
  • Cetera Investment Advisers's Occidental Petroleum position peaked at $12.8M in Q4 2024.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.