Clearstead Advisors’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 | $531K | Sell |
10,923
-35
| -0.3% | -$1.99K | 0.01% | 741 |
|
|
2026
Q1 | $712K | Buy |
10,958
+3,948
| +56% | +$199K | 0.01% | 621 |
|
|
2025
Q4 | $288K | Sell |
7,010
-5,832
| -45% | -$243K | ﹤0.01% | 831 |
|
|
2025
Q3 | $607K | Sell |
12,842
-1,721
| -12% | -$77.8K | 0.01% | 574 |
|
|
2025
Q2 | $612K | Buy |
14,563
+2,311
| +19% | +$96.6K | 0.01% | 557 |
|
|
2025
Q1 | $605K | Sell |
12,252
-214
| -2% | -$10.4K | 0.01% | 532 |
|
|
2024
Q4 | $616K | Sell |
12,466
-6,679
| -35% | -$337K | 0.01% | 520 |
|
|
2024
Q3 | $987K | Buy |
19,145
+2,812
| +17% | +$160K | 0.02% | 423 |
|
|
2024
Q2 | $1.03M | Buy |
16,333
+9,659
| +145% | +$619K | 0.02% | 389 |
|
|
2024
Q1 | $420K | Sell |
6,674
-6,149
| -48% | -$367K | 0.02% | 336 |
|
|
2023
Q4 | $766K | Sell |
12,823
-11,883
| -48% | -$725K | 0.04% | 256 |
|
|
2023
Q3 | $1.6M | Buy |
24,706
+8,947
| +57% | +$563K | 0.05% | 238 |
|
|
2023
Q2 | $927K | Sell |
15,759
-104
| -0.7% | -$6.24K | 0.06% | 212 |
|
|
2023
Q1 | $990K | Buy |
15,863
+11,930
| +303% | +$741K | 0.07% | 177 |
|
|
2022
Q4 | $248K | Sell |
3,933
-283
| -7% | -$19.3K | 0.02% | 354 |
|
|
2022
Q3 | $259K | Buy |
4,216
+2,573
| +157% | +$165K | 0.02% | 331 |
|
|
2022
Q2 | $97K | Buy |
1,643
+43
| +3% | +$2.64K | 0.01% | 505 |
|
|
2022
Q1 | $91K | Hold |
1,600
| – | – | 0.01% | 568 |
|
|
2021
Q4 | $46K | Hold |
1,600
| – | – | ﹤0.01% | 671 |
|
|
2021
Q3 | $47K | Sell |
1,600
-809
| -34% | -$21.6K | ﹤0.01% | 622 |
|
|
2021
Q2 | $75K | Buy |
2,409
+115
| +5% | +$3.08K | 0.01% | 493 |
|
|
2021
Q1 | $61K | Hold |
2,294
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $40K | Hold |
2,294
| – | – | ﹤0.01% | 542 |
|
|
2020
Q3 | $23K | Hold |
2,294
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $42K | Sell |
2,294
-2,325
| -50% | -$36.6K | ﹤0.01% | 451 |
|
|
2020
Q1 | $53K | Buy |
+4,619
| New | +$152K | 0.01% | 402 |
|
|
2019
Q4 | – | Sell |
-6,260
| Closed | -$278K | – | 286 |
|
|
2019
Q3 | $278K | Buy |
6,260
+1,333
| +27% | +$63K | 0.04% | 221 |
|
|
2019
Q2 | $248K | Buy |
4,927
+122
| +3% | +$6.87K | 0.03% | 240 |
|
|
2019
Q1 | $318K | Sell |
4,805
-1,112
| -19% | -$73.3K | 0.04% | 202 |
|
|
2018
Q4 | $363K | Buy |
5,917
+1,486
| +34% | +$104K | 0.06% | 186 |
|
|
2018
Q3 | $364K | Sell |
4,431
-67
| -1% | -$5.42K | 0.05% | 180 |
|
|
2018
Q2 | $376K | Buy |
4,498
+68
| +2% | +$5.43K | 0.05% | 169 |
|
|
2018
Q1 | $288K | Buy |
4,430
+1
| +0% | +$70 | 0.04% | 191 |
|
|
2017
Q4 | $326K | Sell |
4,429
-361
| -8% | -$24.5K | 0.04% | 172 |
|
|
2017
Q3 | $308K | Sell |
4,790
-64
| -1% | -$3.9K | 0.04% | 193 |
|
|
2017
Q2 | $291K | Sell |
4,854
-121
| -2% | -$7.41K | 0.04% | 188 |
|
|
2017
Q1 | $315K | Sell |
4,975
-295
| -6% | -$19.6K | 0.05% | 172 |
|
|
2016
Q4 | $375K | Buy |
+5,270
| New | +$374K | 0.06% | 151 |
|
Other funds holding OXY
Clearstead Advisors's OXY Position: Q2 2026 in Review
Clearstead Advisors reduced its Occidental Petroleum (OXY) stake by 0.32% in Q2 2026, selling an estimated $1.99K and leaving 10,923 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #741.
Clearstead Advisors first reported a position in OXY in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.6M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Clearstead Advisors held 10,923 shares of Occidental Petroleum worth $531K as of Q2 2026.
- Clearstead Advisors sold 35 Occidental Petroleum shares in Q2 2026, an estimated $1.99K.
- Occidental Petroleum made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #741 holding.
- Clearstead Advisors first reported a position in Occidental Petroleum in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's Occidental Petroleum position peaked at $1.6M in Q3 2023.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.