CoreCap Advisors
OXY icon

CoreCap Advisors’s Occidental Petroleum OXY Stock Holding History

CoreCap Advisors’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
Q3 		$158K Buy
2,855
+450
+19% +$25.7K ﹤0.01% 936
2026
Q2 		$117K Sell
2,405
-5,395
-69% -$306K ﹤0.01% 1048
2026
Q1 		$507K Buy
7,800
+5,173
+197% +$260K 0.02% 510
2025
Q4 		$108K Sell
2,627
-1,853
-41% -$77.3K ﹤0.01% 999
2025
Q3 		$212K Buy
4,480
+269
+6% +$12.2K 0.01% 787
2025
Q2 		$177K Buy
4,211
+809
+24% +$33.8K 0.01% 783
2025
Q1 		$168K Buy
3,402
+974
+40% +$47.6K 0.01% 721
2024
Q4 		$120K Sell
2,428
-103
-4% -$5.2K 0.01% 866
2024
Q3 		$130K Buy
+2,531
New +$144K 0.01% 821
2024
Q2 		– Sell
-3,282
Closed -$213K – 2298
2024
Q1 		$213K Buy
+3,282
New +$196K 0.01% 612
2023
Q4 		– Sell
-3,416
Closed -$222K – 625
2023
Q3 		$222K Buy
+3,416
New +$215K 0.02% 480
2022
Q4 		$445K Buy
7,068
+958
+16% +$65.2K 0.03% 377
2022
Q3 		$375K Sell
6,110
-763
-11% -$48.8K 0.03% 374
2022
Q2 		$405K Buy
+6,873
New +$422K 0.03% 362
2022
Q1 		– Sell
-9,165
Closed -$266K – 1599
2021
Q4 		$266K Buy
+9,165
New +$288K 0.02% 470

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

CoreCap Advisors's OXY Position: Q3 2026 in Review

CoreCap Advisors increased its Occidental Petroleum (OXY) stake by 19% in Q3 2026, buying an estimated $25.7K and bringing the position to 2,855 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

CoreCap Advisors first reported a position in OXY in Q4 2021 and has held it in 15 quarters since. The position peaked at $507K in Q1 2026. 288 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • CoreCap Advisors held 2,855 shares of Occidental Petroleum worth $158K as of Q3 2026.
  • CoreCap Advisors bought 450 Occidental Petroleum shares in Q3 2026, an estimated $25.7K.
  • Occidental Petroleum made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #936 holding.
  • CoreCap Advisors first reported a position in Occidental Petroleum in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Occidental Petroleum position peaked at $507K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.