Gradient Investments’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 | $1.37M | Sell |
28,300
-879
| -3% | -$49.9K | 0.02% | 298 |
|
|
2026
Q1 | $1.9M | Sell |
29,179
-931
| -3% | -$46.8K | 0.03% | 255 |
|
|
2025
Q4 | $1.24M | Sell |
30,110
-9,007
| -23% | -$376K | 0.02% | 237 |
|
|
2025
Q3 | $1.85M | Sell |
39,117
-4,716
| -11% | -$213K | 0.03% | 199 |
|
|
2025
Q2 | $1.84M | Buy |
+43,833
| New | +$1.83M | 0.03% | 196 |
|
|
2024
Q3 | – | Sell |
-634
| Closed | -$40K | – | 984 |
|
|
2024
Q2 | $40K | Hold |
634
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $41.2K | Sell |
634
-6,030
| -90% | -$360K | ﹤0.01% | 446 |
|
|
2023
Q4 | $398K | Buy |
6,664
+4,833
| +264% | +$295K | 0.01% | 280 |
|
|
2023
Q3 | $119K | Sell |
1,831
-5,182
| -74% | -$326K | ﹤0.01% | 363 |
|
|
2023
Q2 | $412K | Buy |
7,013
+5,494
| +362% | +$330K | 0.01% | 254 |
|
|
2023
Q1 | $94.9K | Buy |
1,519
+4
| +0.3% | +$249 | ﹤0.01% | 385 |
|
|
2022
Q4 | $95.5K | Sell |
1,515
-87
| -5% | -$5.92K | ﹤0.01% | 398 |
|
|
2022
Q3 | $98K | Buy |
1,602
+49
| +3% | +$3.14K | ﹤0.01% | 374 |
|
|
2022
Q2 | $91K | Hold |
1,553
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $88K | Buy |
1,553
+500
| +47% | +$22.1K | ﹤0.01% | 388 |
|
|
2021
Q4 | $31K | Buy |
1,053
+100
| +10% | +$3.14K | ﹤0.01% | 578 |
|
|
2021
Q3 | $28K | Hold |
953
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $30K | Sell |
953
-123
| -11% | -$3.3K | ﹤0.01% | 565 |
|
|
2021
Q1 | $29K | Sell |
1,076
-156
| -13% | -$3.9K | ﹤0.01% | 560 |
|
|
2020
Q4 | $12K | Hold |
1,232
| – | – | ﹤0.01% | 665 |
|
|
2020
Q3 | $12K | Hold |
1,232
| – | – | ﹤0.01% | 669 |
|
|
2020
Q2 | $23K | Sell |
1,232
-506
| -29% | -$7.97K | ﹤0.01% | 499 |
|
|
2020
Q1 | $20K | Buy |
1,738
+506
| +41% | +$16.6K | ﹤0.01% | 518 |
|
|
2019
Q4 | $51K | Sell |
1,232
-363
| -23% | -$14.5K | ﹤0.01% | 396 |
|
|
2019
Q3 | $71K | Sell |
1,595
-166,665
| -99% | -$7.88M | ﹤0.01% | 333 |
|
|
2019
Q2 | $8.46M | Buy |
168,260
+59,086
| +54% | +$3.33M | 0.43% | 70 |
|
|
2019
Q1 | $7.23M | Sell |
109,174
-19,852
| -15% | -$1.31M | 0.47% | 68 |
|
|
2018
Q4 | $7.92M | Buy |
129,026
+122,067
| +1,754% | +$8.58M | 0.48% | 51 |
|
|
2018
Q3 | $572K | Buy |
6,959
+21
| +0.3% | +$1.7K | 0.03% | 187 |
|
|
2018
Q2 | $581K | Sell |
6,938
-933
| -12% | -$74.5K | 0.03% | 186 |
|
|
2018
Q1 | $511K | Sell |
7,871
-811
| -9% | -$56.7K | 0.03% | 186 |
|
|
2017
Q4 | $640K | Sell |
8,682
-111,593
| -93% | -$7.57M | 0.04% | 158 |
|
|
2017
Q3 | $7.72M | Buy |
120,275
+8,672
| +8% | +$528K | 0.49% | 36 |
|
|
2017
Q2 | $6.68M | Buy |
111,603
+15,682
| +16% | +$960K | 0.47% | 57 |
|
|
2017
Q1 | $6.08M | Buy |
95,921
+13,369
| +16% | +$889K | 0.47% | 62 |
|
|
2016
Q4 | $5.88M | Buy |
82,552
+74,424
| +916% | +$5.29M | 0.52% | 38 |
|
|
2016
Q3 | $593K | Buy |
8,128
+1,691
| +26% | +$127K | 0.06% | 121 |
|
|
2016
Q2 | $486K | Buy |
6,437
+2,230
| +53% | +$167K | 0.05% | 118 |
|
|
2016
Q1 | $288K | Buy |
4,207
+2,919
| +227% | +$196K | 0.04% | 151 |
|
|
2015
Q4 | $87K | Buy |
1,288
+284
| +28% | +$20.4K | 0.01% | 213 |
|
|
2015
Q3 | $66K | Buy |
1,004
+1
| +0.1% | +$70 | 0.01% | 215 |
|
|
2015
Q2 | $78K | Buy |
1,003
+699
| +230% | +$54.6K | 0.01% | 214 |
|
|
2015
Q1 | $22K | Buy |
304
+201
| +195% | +$15.5K | ﹤0.01% | 318 |
|
|
2014
Q4 | $8K | Sell |
103
-5
| -5% | -$415 | ﹤0.01% | 376 |
|
|
2014
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 329 |
|
|
2014
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 349 |
|
|
2014
Q1 | $10K | Sell |
108
-28
| -21% | -$2.5K | ﹤0.01% | 346 |
|
|
2013
Q4 | $12K | Buy |
136
+28
| +26% | +$2.56K | ﹤0.01% | 367 |
|
|
2013
Q3 | $10K | Buy |
+108
| New | +$9.28K | ﹤0.01% | 286 |
|
Other funds holding OXY
Gradient Investments's OXY Position: Q2 2026 in Review
Gradient Investments reduced its Occidental Petroleum (OXY) stake by 3% in Q2 2026, selling an estimated $49.9K and leaving 28,300 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #298.
Gradient Investments first reported a position in OXY in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.46M in Q2 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Gradient Investments held 28,300 shares of Occidental Petroleum worth $1.37M as of Q2 2026.
- Gradient Investments sold 879 Occidental Petroleum shares in Q2 2026, an estimated $49.9K.
- Occidental Petroleum made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #298 holding.
- Gradient Investments first reported a position in Occidental Petroleum in Q3 2013 and has held it in 49 quarters since.
- Gradient Investments's Occidental Petroleum position peaked at $8.46M in Q2 2019.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.