HeadInvest LLC’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 | $284K | Sell |
5,849
-195
| -3% | -$11.1K | 0.05% | 190 |
|
|
2026
Q1 | $393K | Sell |
6,044
-575
| -9% | -$28.9K | 0.08% | 163 |
|
|
2025
Q4 | $272K | Buy |
6,619
+213
| +3% | +$8.89K | 0.05% | 191 |
|
|
2025
Q3 | $303K | Sell |
6,406
-581
| -8% | -$26.3K | 0.06% | 183 |
|
|
2025
Q2 | $294K | Sell |
6,987
-1,479
| -17% | -$61.8K | 0.06% | 182 |
|
|
2025
Q1 | $418K | Hold |
8,466
| – | – | 0.08% | 160 |
|
|
2024
Q4 | $418K | Buy |
8,466
+4,067
| +92% | +$205K | 0.08% | 164 |
|
|
2024
Q3 | $227K | Hold |
4,399
| – | – | 0.04% | 226 |
|
|
2024
Q2 | $277K | Sell |
4,399
-40
| -0.9% | -$2.56K | 0.05% | 189 |
|
|
2024
Q1 | $288K | Hold |
4,439
| – | – | 0.06% | 195 |
|
|
2023
Q4 | $265K | Hold |
4,439
| – | – | 0.06% | 196 |
|
|
2023
Q3 | $277K | Sell |
4,439
-330
| -7% | -$20.8K | 0.06% | 182 |
|
|
2023
Q2 | $314K | Sell |
4,769
-1,045
| -18% | -$62.7K | 0.07% | 178 |
|
|
2023
Q1 | $363K | Sell |
5,814
-140
| -2% | -$8.7K | 0.08% | 167 |
|
|
2022
Q4 | $375K | Sell |
5,954
-447
| -7% | -$30.4K | 0.08% | 159 |
|
|
2022
Q3 | $393K | Sell |
6,401
-2,040
| -24% | -$131K | 0.09% | 151 |
|
|
2022
Q2 | $497K | Sell |
8,441
-75
| -0.9% | -$4.61K | 0.11% | 133 |
|
|
2022
Q1 | $483K | Sell |
8,516
-200
| -2% | -$8.84K | 0.09% | 148 |
|
|
2021
Q4 | $253K | Sell |
8,716
-1,505
| -15% | -$47.2K | 0.04% | 213 |
|
|
2021
Q3 | $302K | Sell |
10,221
-503
| -5% | -$13.4K | 0.06% | 186 |
|
|
2021
Q2 | $335K | Sell |
10,724
-1,092
| -9% | -$29.3K | 0.06% | 177 |
|
|
2021
Q1 | $314K | Sell |
11,816
-393
| -3% | -$9.83K | 0.06% | 176 |
|
|
2020
Q4 | $211K | Sell |
12,209
-7,572
| -38% | -$104K | 0.04% | 205 |
|
|
2020
Q3 | $198K | Sell |
19,781
-3,224
| -14% | -$45.5K | 0.06% | 184 |
|
|
2020
Q2 | $421K | Sell |
23,005
-785
| -3% | -$12.4K | 0.13% | 112 |
|
|
2020
Q1 | $275K | Sell |
23,790
-15
| -0.1% | -$493 | 0.1% | 127 |
|
|
2019
Q4 | $981K | Sell |
23,805
-6,686
| -22% | -$268K | 0.28% | 67 |
|
|
2019
Q3 | $1.36M | Sell |
30,491
-2,601
| -8% | -$123K | 0.41% | 51 |
|
|
2019
Q2 | $1.66M | Buy |
33,092
+20
| +0.1% | +$1.13K | 0.47% | 51 |
|
|
2019
Q1 | $2.19M | Sell |
33,072
-32,914
| -50% | -$2.17M | 0.61% | 49 |
|
|
2018
Q4 | $4.05M | Buy |
65,986
+29,843
| +83% | +$2.1M | 0.64% | 48 |
|
|
2018
Q3 | $2.97M | Buy |
36,143
+688
| +2% | +$55.6K | 0.85% | 39 |
|
|
2018
Q2 | $2.97M | Sell |
35,455
-263
| -0.7% | -$21K | 0.9% | 38 |
|
|
2018
Q1 | $2.32M | Sell |
35,718
-480
| -1% | -$33.6K | 0.74% | 41 |
|
|
2017
Q4 | $2.67M | Sell |
36,198
-600
| -2% | -$40.7K | 0.82% | 39 |
|
|
2017
Q3 | $2.38M | Buy |
36,798
+3,174
| +9% | +$193K | 0.74% | 41 |
|
|
2017
Q2 | $2.01M | Buy |
33,624
+755
| +2% | +$46.2K | 0.66% | 45 |
|
|
2017
Q1 | $2.08M | Buy |
32,869
+415
| +1% | +$27.6K | 0.7% | 46 |
|
|
2016
Q4 | $2.31M | Sell |
32,454
-3,025
| -9% | -$215K | 0.86% | 39 |
|
|
2016
Q3 | $2.65M | Sell |
35,479
-950
| -3% | -$71.1K | 0.94% | 35 |
|
|
2016
Q2 | $2.75M | Buy |
36,429
+340
| +0.9% | +$25.4K | 1.04% | 34 |
|
|
2016
Q1 | $2.47M | Buy |
36,089
+179
| +0.5% | +$12K | 0.97% | 35 |
|
|
2015
Q4 | $2.42M | Sell |
35,910
-977
| -3% | -$70.3K | 0.98% | 34 |
|
|
2015
Q3 | $2.44M | Sell |
36,887
-210
| -0.6% | -$14.7K | 0.98% | 35 |
|
|
2015
Q2 | $2.88M | Sell |
37,097
-2,076
| -5% | -$162K | 1.07% | 37 |
|
|
2015
Q1 | $2.85M | Buy |
39,173
+271
| +0.7% | +$21K | 1.02% | 37 |
|
|
2014
Q4 | $3.13M | Sell |
38,902
-4,113
| -10% | -$341K | 1.25% | 35 |
|
|
2014
Q3 | $3.67M | Sell |
43,015
-31
| -0.1% | -$2.97K | 1.46% | 30 |
|
|
2014
Q2 | $4.23M | Buy |
43,046
+2,066
| +5% | +$194K | 1.71% | 26 |
|
|
2014
Q1 | $3.74M | Sell |
40,980
-2,139
| -5% | -$191K | 1.61% | 30 |
|
|
2013
Q4 | $3.93M | Sell |
43,119
-533
| -1% | -$48.7K | 1.66% | 29 |
|
|
2013
Q3 | $3.91M | Sell |
43,652
-1,409
| -3% | -$121K | 1.71% | 31 |
|
|
2013
Q2 | $3.85M | Buy |
+45,061
| New | +$3.81M | 1.69% | 29 |
|
Other funds holding OXY
HeadInvest LLC's OXY Position: Q2 2026 in Review
HeadInvest LLC reduced its Occidental Petroleum (OXY) stake by 3.2% in Q2 2026, selling an estimated $11.1K and leaving 5,849 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #190.
HeadInvest LLC first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.23M in Q2 2014. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- HeadInvest LLC held 5,849 shares of Occidental Petroleum worth $284K as of Q2 2026.
- HeadInvest LLC sold 195 Occidental Petroleum shares in Q2 2026, an estimated $11.1K.
- Occidental Petroleum made up 0.05% of HeadInvest LLC's portfolio in Q2 2026, its #190 holding.
- HeadInvest LLC first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
- HeadInvest LLC's Occidental Petroleum position peaked at $4.23M in Q2 2014.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.