Envestnet Asset Management’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 | $38.8M | Sell |
797,965
-54,197
| -6% | -$3.08M | 0.01% | 1003 |
|
|
2026
Q1 | $55.4M | Buy |
852,162
+271,657
| +47% | +$13.7M | 0.01% | 752 |
|
|
2025
Q4 | $23.9M | Sell |
580,505
-135,726
| -19% | -$5.66M | 0.01% | 1104 |
|
|
2025
Q3 | $33.8M | Sell |
716,231
-15,077
| -2% | -$681K | 0.01% | 957 |
|
|
2025
Q2 | $30.7M | Buy |
731,308
+56,172
| +8% | +$2.35M | 0.01% | 994 |
|
|
2025
Q1 | $33.3M | Buy |
675,136
+59,333
| +10% | +$2.9M | 0.01% | 894 |
|
|
2024
Q4 | $30.4M | Sell |
615,803
-75,462
| -11% | -$3.81M | 0.01% | 950 |
|
|
2024
Q3 | $35.6M | Sell |
691,265
-17,260
| -2% | -$985K | 0.01% | 876 |
|
|
2024
Q2 | $44.7M | Buy |
708,525
+6,411
| +0.9% | +$411K | 0.02% | 716 |
|
|
2024
Q1 | $45.6M | Buy |
702,114
+14,024
| +2% | +$838K | 0.02% | 705 |
|
|
2023
Q4 | $41.1M | Buy |
688,090
+22,684
| +3% | +$1.38M | 0.02% | 692 |
|
|
2023
Q3 | $43.2M | Buy |
665,406
+17,868
| +3% | +$1.12M | 0.02% | 623 |
|
|
2023
Q2 | $38.1M | Buy |
647,538
+120,035
| +23% | +$7.2M | 0.02% | 611 |
|
|
2023
Q1 | $32.9M | Buy |
527,503
+123,927
| +31% | +$7.7M | 0.02% | 642 |
|
|
2022
Q4 | $25.4M | Buy |
403,576
+35,415
| +10% | +$2.41M | 0.01% | 735 |
|
|
2022
Q3 | $22.6M | Buy |
368,161
+13,796
| +4% | +$883K | 0.01% | 718 |
|
|
2022
Q2 | $20.9M | Buy |
354,365
+127,753
| +56% | +$7.85M | 0.01% | 774 |
|
|
2022
Q1 | $12.9M | Buy |
226,612
+135,808
| +150% | +$6.01M | 0.01% | 1075 |
|
|
2021
Q4 | $2.63M | Buy |
90,804
+32,329
| +55% | +$1.01M | ﹤0.01% | 1993 |
|
|
2021
Q3 | $1.73M | Sell |
58,475
-3,198
| -5% | -$85.4K | ﹤0.01% | 2180 |
|
|
2021
Q2 | $1.93M | Sell |
61,673
-715
| -1% | -$19.2K | ﹤0.01% | 2080 |
|
|
2021
Q1 | $1.66M | Buy |
62,388
+1,383
| +2% | +$34.6K | ﹤0.01% | 2061 |
|
|
2020
Q4 | $1.06M | Sell |
61,005
-1,387
| -2% | -$19K | ﹤0.01% | 2174 |
|
|
2020
Q3 | $625K | Sell |
62,392
-126,274
| -67% | -$1.78M | ﹤0.01% | 2341 |
|
|
2020
Q2 | $3.45M | Sell |
188,666
-88,294
| -32% | -$1.39M | ﹤0.01% | 1293 |
|
|
2020
Q1 | $3.21M | Sell |
276,960
-712,568
| -72% | -$23.4M | ﹤0.01% | 1208 |
|
|
2019
Q4 | $40.8M | Sell |
989,528
-11,959
| -1% | -$479K | 0.04% | 315 |
|
|
2019
Q3 | $44.5M | Buy |
1,001,487
+49,105
| +5% | +$2.32M | 0.05% | 285 |
|
|
2019
Q2 | $47.9M | Sell |
952,382
-75,480
| -7% | -$4.25M | 0.06% | 239 |
|
|
2019
Q1 | $68M | Buy |
1,027,862
+125,245
| +14% | +$8.25M | 0.09% | 163 |
|
|
2018
Q4 | $55.4M | Buy |
902,617
+669,623
| +287% | +$47.1M | 0.09% | 170 |
|
|
2018
Q3 | $19.1M | Sell |
232,994
-73,148
| -24% | -$5.91M | 0.03% | 195 |
|
|
2018
Q2 | $25.6M | Buy |
306,142
+216,656
| +242% | +$17.3M | 0.06% | 150 |
|
|
2018
Q1 | $5.98M | Sell |
89,486
-227,905
| -72% | -$15.9M | 0.02% | 351 |
|
|
2017
Q4 | $23.4M | Buy |
317,391
+15,154
| +5% | +$1.03M | 0.05% | 202 |
|
|
2017
Q3 | $19.4M | Sell |
302,237
-18,312
| -6% | -$1.12M | 0.05% | 224 |
|
|
2017
Q2 | $19.2M | Buy |
320,549
+44,137
| +16% | +$2.7M | 0.05% | 215 |
|
|
2017
Q1 | $17.5M | Buy |
276,412
+17,191
| +7% | +$1.14M | 0.06% | 228 |
|
|
2016
Q4 | $18.5M | Sell |
259,221
-7,523
| -3% | -$534K | 0.07% | 206 |
|
|
2016
Q3 | $19.5M | Sell |
266,744
-57,781
| -18% | -$4.33M | 0.08% | 196 |
|
|
2016
Q2 | $24.5M | Sell |
324,525
-20,330
| -6% | -$1.52M | 0.1% | 178 |
|
|
2016
Q1 | $23.6M | Buy |
344,855
+36,201
| +12% | +$2.43M | 0.1% | 175 |
|
|
2015
Q4 | $20.8M | Buy |
308,654
+2,312
| +0.8% | +$166K | 0.09% | 192 |
|
|
2015
Q3 | $20.2M | Sell |
306,342
-8,052
| -3% | -$562K | 0.1% | 180 |
|
|
2015
Q2 | $24.4M | Buy |
314,394
+39,804
| +14% | +$3.11M | 0.12% | 173 |
|
|
2015
Q1 | $20M | Buy |
274,590
+227,290
| +481% | +$17.6M | 0.1% | 199 |
|
|
2014
Q4 | $3.81M | Buy |
47,300
+1,935
| +4% | +$161K | 0.04% | 261 |
|
|
2014
Q3 | $4.18M | Buy |
45,365
+3,362
| +8% | +$323K | 0.04% | 268 |
|
|
2014
Q2 | $4.13M | Buy |
42,003
+11,895
| +40% | +$1.12M | 0.04% | 258 |
|
|
2014
Q1 | $2.75M | Buy |
30,108
+2,404
| +9% | +$215K | 0.03% | 275 |
|
|
2013
Q4 | $2.52M | Buy |
27,704
+6,434
| +30% | +$587K | 0.03% | 280 |
|
|
2013
Q3 | $1.91M | Sell |
21,270
-1,166
| -5% | -$100K | 0.02% | 292 |
|
|
2013
Q2 | $1.92M | Buy |
+22,436
| New | +$1.9M | 0.02% | 284 |
|
Other funds holding OXY
Envestnet Asset Management's OXY Position: Q2 2026 in Review
Envestnet Asset Management reduced its Occidental Petroleum (OXY) stake by 6.4% in Q2 2026, selling an estimated $3.08M and leaving 797,965 shares worth $38.8M. The position accounts for 0.01% of the portfolio, ranked #1003.
Envestnet Asset Management first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $68M in Q1 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Envestnet Asset Management held 797,965 shares of Occidental Petroleum worth $38.8M as of Q2 2026.
- Envestnet Asset Management sold 54,197 Occidental Petroleum shares in Q2 2026, an estimated $3.08M.
- Occidental Petroleum made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1003 holding.
- Envestnet Asset Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
- Envestnet Asset Management's Occidental Petroleum position peaked at $68M in Q1 2019.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.