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Farther Finance Advisors’s Occidental Petroleum OXY Stock Holding History

Farther Finance 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
Q3 		$3.14M Buy
56,715
+16,003
+39% +$915K 0.02% 590
2026
Q2 		$1.98M Sell
40,712
-425
-1% -$24.1K 0.02% 753
2026
Q1 		$2.56M Buy
41,137
+519
+1% +$26.1K 0.02% 544
2025
Q4 		$1.67M Buy
40,618
+5,101
+14% +$213K 0.02% 655
2025
Q3 		$1.68M Buy
35,517
+3,916
+12% +$177K 0.03% 518
2025
Q2 		$1.33M Buy
31,601
+3,232
+11% +$135K 0.03% 491
2025
Q1 		$1.4M Buy
28,369
+18,102
+176% +$884K 0.04% 390
2024
Q4 		$507K Sell
10,267
-4,754
-32% -$240K 0.02% 576
2024
Q3 		$774K Buy
15,021
+980
+7% +$55.9K 0.03% 431
2024
Q2 		$883K Buy
14,041
+694
+5% +$44.5K 0.04% 330
2024
Q1 		$886K Sell
13,347
-269
-2% -$16.1K 0.05% 278
2023
Q4 		$813K Buy
13,616
+12,071
+781% +$737K 0.06% 262
2023
Q3 		$100K Buy
1,545
+44
+3% +$2.77K 0.02% 549
2023
Q2 		$88.3K Buy
1,501
+13
+0.9% +$780 0.02% 502
2023
Q1 		$92.9K Buy
1,488
+242
+19% +$15K 0.03% 422
2022
Q4 		$78.5K Buy
+1,246
New +$84.9K 0.03% 378

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Farther Finance Advisors's OXY Position: Q3 2026 in Review

Farther Finance Advisors increased its Occidental Petroleum (OXY) stake by 39% in Q3 2026, buying an estimated $915K and bringing the position to 56,715 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #590.

Farther Finance Advisors first reported a position in OXY in Q4 2022 and has held it in 16 quarters since. 46 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Farther Finance Advisors held 56,715 shares of Occidental Petroleum worth $3.14M as of Q3 2026.
  • Farther Finance Advisors bought 16,003 Occidental Petroleum shares in Q3 2026, an estimated $915K.
  • Occidental Petroleum made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #590 holding.
  • Farther Finance Advisors first reported a position in Occidental Petroleum in Q4 2022 and has held it in 16 quarters since.
  • 46 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.