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Harbor Investment Advisory’s Occidental Petroleum OXY Stock Holding History

Harbor Investment Advisory’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 		$25K Hold
514
– – ﹤0.01% 899
2026
Q1 		$33.4K Sell
514
-40
-7% -$2.01K ﹤0.01% 680
2025
Q4 		$22.8K Sell
554
-500
-47% -$20.9K ﹤0.01% 800
2025
Q3 		$49.8K Sell
1,054
-550
-34% -$24.9K ﹤0.01% 645
2025
Q2 		$67.4K Sell
1,604
-510
-24% -$21.3K 0.01% 574
2025
Q1 		$104K Sell
2,114
-602
-22% -$29.4K 0.01% 465
2024
Q4 		$134K Sell
2,716
-5,415
-67% -$274K 0.01% 403
2024
Q3 		$419K Sell
8,131
-2,158
-21% -$123K 0.04% 250
2024
Q2 		$649K Sell
10,289
-98
-0.9% -$6.29K 0.07% 198
2024
Q1 		$675K Sell
10,387
-818
-7% -$48.9K 0.07% 199
2023
Q4 		$669K Buy
11,205
+4,551
+68% +$278K 0.08% 191
2023
Q3 		$432K Buy
6,654
+260
+4% +$16.4K 0.06% 218
2023
Q2 		$376K Buy
6,394
+438
+7% +$26.3K 0.05% 256
2023
Q1 		$372K Sell
5,956
-1,004
-14% -$62.4K 0.06% 253
2022
Q4 		$438K Sell
6,960
-900
-11% -$61.3K 0.07% 216
2022
Q3 		$483K Buy
7,860
+2,301
+41% +$147K 0.08% 199
2022
Q2 		$327K Buy
5,559
+3,245
+140% +$199K 0.05% 252
2022
Q1 		$131K Buy
2,314
+1,600
+224% +$70.8K 0.02% 467
2021
Q4 		$21K Hold
714
– – ﹤0.01% 923
2021
Q3 		$21K Buy
714
+200
+39% +$5.34K ﹤0.01% 935
2021
Q2 		$16K Buy
514
+100
+24% +$2.68K ﹤0.01% 938
2021
Q1 		$11K Hold
414
– – ﹤0.01% 971
2020
Q4 		$7K Sell
414
-445
-52% -$6.1K ﹤0.01% 982
2020
Q3 		$9K Buy
859
+337
+65% +$4.75K ﹤0.01% 871
2020
Q2 		$10K Sell
522
-3,109
-86% -$49K ﹤0.01% 786
2020
Q1 		$42K Hold
3,631
– – 0.01% 435
2019
Q4 		$150K Buy
+3,631
New +$145K 0.03% 288

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Harbor Investment Advisory's OXY Position: Q2 2026 in Review

Harbor Investment Advisory held its Occidental Petroleum (OXY) position steady in Q2 2026 at 514 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Harbor Investment Advisory first reported a position in OXY in Q4 2019 and has held it in 27 quarters since. The position peaked at $675K in Q1 2024. 359 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Harbor Investment Advisory held 514 shares of Occidental Petroleum worth $25K as of Q2 2026.
  • Harbor Investment Advisory left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #899 holding.
  • Harbor Investment Advisory first reported a position in Occidental Petroleum in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Occidental Petroleum position peaked at $675K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.