Halbert Hargrove Global Advisors’s Occidental Petroleum OXY Stock Holding History

Halbert Hargrove Global 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	–	Sell	-5	Closed	-$247	–	604
2026 Q2	$247	Buy	+5	New	+$284	﹤0.01%	624
2025 Q2	–	Sell	-1	Closed	-$50	–	547
2025 Q1	$50	Buy	+1	New	+$49	﹤0.01%	658
2015 Q3	–	Sell	-4,418	Closed	-$343K	–	149
2015 Q2	$343K	Buy	4,418 +307	+7%	+$24K	0.08%	122
2015 Q1	$300K	Buy	+4,111	New	+$318K	0.1%	140
2014 Q4	–	Sell	-4,854	Closed	-$447K	–	148
2014 Q3	$447K	Buy	4,854 +2,283	+89%	+$219K	0.12%	62
2014 Q2	$253K	Sell	2,571 -52	-2%	-$4.89K	0.08%	99
2014 Q1	$239K	Sell	2,623 -291	-10%	-$26K	0.07%	104
2013 Q4	$266K	Buy	+2,914	New	+$266K	0.08%	102

Other funds holding OXY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Halbert Hargrove Global Advisors's OXY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Occidental Petroleum (OXY) in Q3 2026, closing a stake of 5 shares — an estimated $247 sold.

Halbert Hargrove Global Advisors first reported a position in OXY in Q4 2013 and held it in 8 quarters. The position peaked at $447K in Q3 2014. 674 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Occidental Petroleum position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5 Occidental Petroleum shares in Q3 2026, an estimated $247.
Halbert Hargrove Global Advisors first reported a position in Occidental Petroleum in Q4 2013 and held it in 8 quarters.
Halbert Hargrove Global Advisors's Occidental Petroleum position peaked at $447K in Q3 2014.
674 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.