Covestor
OXY icon

Covestor’s Occidental Petroleum OXY Stock Holding History

Covestor’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 		$24K Buy
427
+18
+4% +$1.03K 0.02% 1050
2026
Q2 		$20K Sell
409
-779
-66% -$44.2K 0.01% 1176
2026
Q1 		$78K Buy
1,188
+739
+165% +$37.2K 0.05% 412
2025
Q4 		$18K Hold
449
– – 0.01% 1325
2025
Q3 		$21K Sell
449
-30
-6% -$1.36K 0.01% 1256
2025
Q2 		$20K Sell
479
-3
-0.6% -$125 0.01% 1253
2025
Q1 		$24K Buy
482
+24
+5% +$1.17K 0.02% 1136
2024
Q4 		$23K Buy
458
+4
+0.9% +$202 0.01% 1143
2024
Q3 		$23K Sell
454
-651
-59% -$37.1K 0.01% 1164
2024
Q2 		$70K Sell
1,105
-620
-36% -$39.8K 0.05% 703
2024
Q1 		$112K Buy
1,725
+384
+29% +$22.9K 0.07% 467
2023
Q4 		$80K Sell
1,341
-98
-7% -$5.98K 0.05% 636
2023
Q3 		$93K Sell
1,439
-189
-12% -$11.9K 0.07% 462
2023
Q2 		$96K Sell
1,628
-494
-23% -$29.6K 0.07% 468
2023
Q1 		$133K Buy
2,122
+535
+34% +$33.2K 0.12% 244
2022
Q4 		$100K Buy
1,587
+195
+14% +$13.3K 0.08% 391
2022
Q3 		$86K Sell
1,392
-143
-9% -$9.15K 0.08% 432
2022
Q2 		$90K Buy
1,535
+145
+10% +$8.91K 0.07% 474
2022
Q1 		$79K Buy
1,390
+783
+129% +$34.6K 0.05% 645
2021
Q4 		$18K Buy
+607
New +$19K 0.03% 882

Other funds holding OXY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Covestor's OXY Position: Q3 2026 in Review

Covestor increased its Occidental Petroleum (OXY) stake by 4.4% in Q3 2026, buying an estimated $1.03K and bringing the position to 427 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #1050.

Covestor first reported a position in OXY in Q4 2021 and has held it in 20 quarters since. The position peaked at $133K in Q1 2023. 580 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Covestor held 427 shares of Occidental Petroleum worth $24K as of Q3 2026.
  • Covestor bought 18 Occidental Petroleum shares in Q3 2026, an estimated $1.03K.
  • Occidental Petroleum made up 0.02% of Covestor's portfolio in Q3 2026, its #1050 holding.
  • Covestor first reported a position in Occidental Petroleum in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Occidental Petroleum position peaked at $133K in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.