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EverSource Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

EverSource Wealth 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
Q2 		$1.13M Sell
23,220
-14,715
-39% -$836K 0.04% 330
2026
Q1 		$2.47M Buy
37,935
+9,925
+35% +$499K 0.08% 188
2025
Q4 		$1.15M Sell
28,010
-432
-2% -$18K 0.04% 302
2025
Q3 		$1.34M Sell
28,442
-1,915
-6% -$86.5K 0.05% 243
2025
Q2 		$1.28M Sell
30,357
-263
-0.9% -$11K 0.06% 229
2025
Q1 		$1.51M Buy
30,620
+2,360
+8% +$115K 0.08% 191
2024
Q4 		$1.4M Sell
28,260
-3,874
-12% -$196K 0.08% 195
2024
Q3 		$1.66M Buy
32,134
+1,780
+6% +$102K 0.1% 159
2024
Q2 		$1.85M Sell
30,354
-4,037
-12% -$259K 0.12% 141
2024
Q1 		$2.27M Buy
34,391
+2,823
+9% +$169K 0.18% 109
2023
Q4 		$1.88M Sell
31,568
-1,121
-3% -$68.4K 0.17% 111
2023
Q3 		$2.12M Sell
32,689
-3,928
-11% -$247K 0.22% 99
2023
Q2 		$2.15M Buy
36,617
+1,174
+3% +$70.4K 0.24% 98
2023
Q1 		$2.21M Buy
35,443
+6,802
+24% +$423K 0.28% 95
2022
Q4 		$1.8M Buy
28,641
+6,807
+31% +$464K 0.27% 81
2022
Q3 		$1.34M Buy
21,834
+20,798
+2,008% +$1.33M 0.31% 62
2022
Q2 		$61K Sell
1,036
-125
-11% -$7.68K 0.02% 556
2022
Q1 		$66K Sell
1,161
-314
-21% -$13.9K 0.02% 420
2021
Q4 		$43K Buy
+1,475
New +$46.3K 0.01% 455

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's OXY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 39% in Q2 2026, selling an estimated $836K and leaving 23,220 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #330.

EverSource Wealth Advisors first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • EverSource Wealth Advisors held 23,220 shares of Occidental Petroleum worth $1.13M as of Q2 2026.
  • EverSource Wealth Advisors sold 14,715 Occidental Petroleum shares in Q2 2026, an estimated $836K.
  • Occidental Petroleum made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • EverSource Wealth Advisors first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Occidental Petroleum position peaked at $2.47M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.