Everett Harris & Co’s Occidental Petroleum OXY Stock Holding History

Everett Harris & Co’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 Q2	–	Sell	-3,563	Closed	-$232K	–	299
2026 Q1	$232K	Buy	+3,563	New	+$179K	﹤0.01%	304
2025 Q4	–	Sell	-5,530	Closed	-$261K	–	343
2025 Q3	$261K	Hold	5,530	–	–	﹤0.01%	293
2025 Q2	$232K	Sell	5,530 -1,842	-25%	-$77K	﹤0.01%	305
2025 Q1	$364K	Buy	7,372 +695	+10%	+$33.9K	﹤0.01%	242
2024 Q4	$330K	Buy	6,677 +1,107	+20%	+$55.9K	﹤0.01%	235
2024 Q3	$287K	Buy	5,570 +155	+3%	+$8.85K	﹤0.01%	242
2024 Q2	$341K	Buy	5,415 +220	+4%	+$14.1K	﹤0.01%	215
2024 Q1	$338K	Buy	5,195 +742	+17%	+$44.3K	﹤0.01%	211
2023 Q4	$266K	Sell	4,453 -800	-15%	-$48.8K	﹤0.01%	225
2023 Q3	$341K	Sell	5,253 -1,500	-22%	-$94.4K	0.01%	203
2023 Q2	$397K	Sell	6,753 -882	-12%	-$52.9K	0.01%	192
2023 Q1	$477K	Hold	7,635	–	–	0.01%	178
2022 Q4	$481K	Hold	7,635	–	–	0.01%	176
2022 Q3	$469K	Buy	7,635 +225	+3%	+$14.4K	0.01%	174
2022 Q2	$436K	Hold	7,410	–	–	0.01%	191
2022 Q1	$420K	Hold	7,410	–	–	0.01%	200
2021 Q4	$215K	Hold	7,410	–	–	﹤0.01%	253
2021 Q3	$219K	Hold	7,410	–	–	﹤0.01%	248
2021 Q2	$232K	Buy	+7,410	New	+$199K	﹤0.01%	245
2020 Q1	–	Sell	-7,586	Closed	-$313K	–	240
2019 Q4	$313K	Sell	7,586 -230	-3%	-$9.21K	0.01%	216
2019 Q3	$348K	Sell	7,816 -1,989	-20%	-$94K	0.01%	193
2019 Q2	$493K	Hold	9,805	–	–	0.01%	177
2019 Q1	$649K	Hold	9,805	–	–	0.02%	154
2018 Q4	$602K	Hold	9,805	–	–	0.02%	149
2018 Q3	$806K	Hold	9,805	–	–	0.02%	143
2018 Q2	$820K	Sell	9,805 -146	-1%	-$11.7K	0.02%	137
2018 Q1	$646K	Hold	9,951	–	–	0.02%	147
2017 Q4	$733K	Hold	9,951	–	–	0.02%	147
2017 Q3	$639K	Sell	9,951 -702	-7%	-$42.8K	0.02%	152
2017 Q2	$638K	Buy	10,653 +702	+7%	+$43K	0.02%	156
2017 Q1	$630K	Hold	9,951	–	–	0.02%	157
2016 Q4	$709K	Hold	9,951	–	–	0.02%	148
2016 Q3	$726K	Hold	9,951	–	–	0.03%	148
2016 Q2	$752K	Hold	9,951	–	–	0.03%	144
2016 Q1	$681K	Sell	9,951 -632	-6%	-$42.4K	0.02%	156
2015 Q4	$714K	Hold	10,583	–	–	0.02%	149
2015 Q3	$699K	Sell	10,583 -319	-3%	-$22.3K	0.03%	152
2015 Q2	$846K	Sell	10,902 -100	-0.9%	-$7.81K	0.03%	141
2015 Q1	$802K	Buy	11,002 +319	+3%	+$24.7K	0.03%	135
2014 Q4	$860K	Sell	10,683 -804	-7%	-$66.7K	0.03%	134
2014 Q3	$1.06M	Hold	11,487	–	–	0.04%	125
2014 Q2	$1.13M	Hold	11,487	–	–	0.04%	118
2014 Q1	$1.05M	Hold	11,487	–	–	0.04%	115
2013 Q4	$1.05M	Sell	11,487 -109	-0.9%	-$9.95K	0.04%	111
2013 Q3	$1.04M	Hold	11,596	–	–	0.04%	101
2013 Q2	$991K	Buy	+11,596	New	+$980K	0.04%	107

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Everett Harris & Co's OXY Position: Q2 2026 in Review

Everett Harris & Co sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,563 shares — an estimated $232K sold.

Everett Harris & Co first reported a position in OXY in Q2 2013 and held it in 46 quarters. The position peaked at $1.13M in Q2 2014. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Everett Harris & Co reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Everett Harris & Co sold 3,563 Occidental Petroleum shares in Q2 2026, an estimated $232K.
Everett Harris & Co first reported a position in Occidental Petroleum in Q2 2013 and held it in 46 quarters.
Everett Harris & Co's Occidental Petroleum position peaked at $1.13M in Q2 2014.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.