Essex Financial Services’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 | – | Sell |
-5,910
| Closed | -$384K | – | 866 |
|
|
2026
Q1 | $384K | Buy |
+5,910
| New | +$297K | 0.02% | 536 |
|
|
2024
Q4 | – | Sell |
-4,309
| Closed | -$225K | – | 650 |
|
|
2024
Q3 | $225K | Buy |
4,309
+362
| +9% | +$20.7K | 0.02% | 570 |
|
|
2024
Q2 | $231K | Buy |
3,947
+547
| +16% | +$35.1K | 0.02% | 544 |
|
|
2024
Q1 | $221K | Sell |
3,400
-149
| -4% | -$8.9K | 0.02% | 485 |
|
|
2023
Q4 | $212K | Sell |
3,549
-264
| -7% | -$16.1K | 0.02% | 469 |
|
|
2023
Q3 | $247K | Sell |
3,813
-16
| -0.4% | -$1.01K | 0.03% | 403 |
|
|
2023
Q2 | $225K | Buy |
3,829
+90
| +2% | +$5.4K | 0.03% | 422 |
|
|
2023
Q1 | $233K | Buy |
+3,739
| New | +$232K | 0.02% | 435 |
|
|
2018
Q4 | – | Sell |
-2,638
| Closed | -$217K | – | 282 |
|
|
2018
Q3 | $217K | Sell |
2,638
-660
| -20% | -$53.3K | 0.05% | 264 |
|
|
2018
Q2 | $276K | Sell |
3,298
-16
| -0.5% | -$1.28K | 0.07% | 222 |
|
|
2018
Q1 | $215K | Sell |
3,314
-230
| -6% | -$16.1K | 0.04% | 320 |
|
|
2017
Q4 | $261K | Buy |
3,544
+4
| +0.1% | +$271 | 0.06% | 230 |
|
|
2017
Q3 | $227K | Buy |
+3,540
| New | +$216K | 0.06% | 247 |
|
|
2017
Q2 | – | Sell |
-4,085
| Closed | -$259K | – | 361 |
|
|
2017
Q1 | $259K | Sell |
4,085
-34
| -0.8% | -$2.26K | 0.06% | 273 |
|
|
2016
Q4 | $293K | Sell |
4,119
-1,646
| -29% | -$117K | 0.06% | 257 |
|
|
2016
Q3 | $420K | Sell |
5,765
-65
| -1% | -$4.87K | 0.1% | 189 |
|
|
2016
Q2 | $441K | Buy |
5,830
+4
| +0.1% | +$299 | 0.11% | 182 |
|
|
2016
Q1 | $399K | Sell |
5,826
-1,008
| -15% | -$67.6K | 0.1% | 199 |
|
|
2015
Q4 | $461K | Buy |
6,834
+349
| +5% | +$25.1K | 0.11% | 183 |
|
|
2015
Q3 | $428K | Sell |
6,485
-242
| -4% | -$16.9K | 0.11% | 193 |
|
|
2015
Q2 | $522K | Buy |
6,727
+404
| +6% | +$31.6K | 0.13% | 177 |
|
|
2015
Q1 | $461K | Sell |
6,323
-453
| -7% | -$35K | 0.12% | 193 |
|
|
2014
Q4 | $545K | Buy |
6,776
+1,227
| +22% | +$102K | 0.14% | 164 |
|
|
2014
Q3 | $511K | Buy |
5,549
+1
| +0% | +$96 | 0.15% | 156 |
|
|
2014
Q2 | $545K | Sell |
5,548
-50
| -0.9% | -$4.7K | 0.16% | 148 |
|
|
2014
Q1 | $511K | Buy |
5,598
+1,148
| +26% | +$103K | 0.17% | 137 |
|
|
2013
Q4 | $405K | Buy |
4,450
+1,461
| +49% | +$133K | 0.14% | 155 |
|
|
2013
Q3 | $268 | Sell |
2,989
-184
| -6% | -$15.8K | 0.08% | 203 |
|
|
2013
Q2 | $271K | Buy |
+3,173
| New | +$268K | 0.09% | 204 |
|
Other funds holding OXY
Essex Financial Services's OXY Position: Q2 2026 in Review
Essex Financial Services sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 5,910 shares — an estimated $384K sold.
Essex Financial Services first reported a position in OXY in Q2 2013 and held it in 29 quarters. The position peaked at $545K in Q4 2014. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Essex Financial Services reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
- Essex Financial Services sold 5,910 Occidental Petroleum shares in Q2 2026, an estimated $384K.
- Essex Financial Services first reported a position in Occidental Petroleum in Q2 2013 and held it in 29 quarters.
- Essex Financial Services's Occidental Petroleum position peaked at $545K in Q4 2014.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.