Independent Advisor Alliance’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 | $1.33M | Buy |
27,365
+3,364
| +14% | +$191K | 0.03% | 387 |
|
|
2026
Q1 | $1.56M | Sell |
24,001
-2,091
| -8% | -$105K | 0.02% | 637 |
|
|
2025
Q4 | $1.07M | Buy |
26,092
+276
| +1% | +$11.5K | 0.03% | 452 |
|
|
2025
Q3 | $1.22M | Sell |
25,816
-32
| -0.1% | -$1.45K | 0.03% | 400 |
|
|
2025
Q2 | $1.09M | Sell |
25,848
-1,474
| -5% | -$61.6K | 0.03% | 396 |
|
|
2025
Q1 | $1.35M | Buy |
27,322
+2,289
| +9% | +$112K | 0.04% | 323 |
|
|
2024
Q4 | $1.24M | Sell |
25,033
-23,898
| -49% | -$1.21M | 0.02% | 656 |
|
|
2024
Q3 | $2.52M | Buy |
48,931
+1,204
| +3% | +$68.7K | 0.09% | 189 |
|
|
2024
Q2 | $3.01M | Sell |
47,727
-3,318
| -7% | -$213K | 0.1% | 161 |
|
|
2024
Q1 | $3.32M | Sell |
51,045
-9,614
| -16% | -$574K | 0.12% | 154 |
|
|
2023
Q4 | $3.62M | Sell |
60,659
-8,679
| -13% | -$530K | 0.13% | 131 |
|
|
2023
Q3 | $4.5M | Buy |
69,338
+882
| +1% | +$55.5K | 0.2% | 89 |
|
|
2023
Q2 | $4.03M | Buy |
68,456
+6,737
| +11% | +$404K | 0.18% | 106 |
|
|
2023
Q1 | $3.85M | Sell |
61,719
-2,530
| -4% | -$157K | 0.19% | 106 |
|
|
2022
Q4 | $1.05M | Buy |
64,249
+22,887
| +55% | +$1.56M | 0.36% | 41 |
|
|
2022
Q3 | $2.54M | Buy |
41,362
+2,414
| +6% | +$155K | 0.15% | 131 |
|
|
2022
Q2 | $2.29M | Buy |
38,948
+19,673
| +102% | +$1.21M | 0.13% | 147 |
|
|
2022
Q1 | $1.09M | Buy |
19,275
+1,067
| +6% | +$47.2K | 0.05% | 269 |
|
|
2021
Q4 | $528K | Buy |
18,208
+771
| +4% | +$24.2K | 0.03% | 387 |
|
|
2021
Q3 | $516K | Buy |
17,437
+688
| +4% | +$18.4K | 0.03% | 372 |
|
|
2021
Q2 | $524K | Buy |
16,749
+134
| +0.8% | +$3.59K | 0.03% | 384 |
|
|
2021
Q1 | $442K | Buy |
16,615
+151
| +0.9% | +$3.78K | 0.03% | 398 |
|
|
2020
Q4 | $285K | Sell |
16,464
-67
| -0.4% | -$919 | 0.02% | 440 |
|
|
2020
Q3 | $165K | Buy |
+16,531
| New | +$233K | 0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-12,691
| Closed | -$523K | – | 716 |
|
|
2019
Q4 | $523K | Buy |
12,691
+2,091
| +20% | +$83.8K | 0.02% | 521 |
|
|
2019
Q3 | $471K | Buy |
10,600
+5,341
| +102% | +$253K | 0.06% | 262 |
|
|
2019
Q2 | $264K | Sell |
5,259
-94
| -2% | -$5.29K | 0.04% | 322 |
|
|
2019
Q1 | $354K | Buy |
+5,353
| New | +$353K | 0.05% | 282 |
|
|
2018
Q4 | – | Sell |
-2,949
| Closed | -$237K | – | 449 |
|
|
2018
Q3 | $237K | Sell |
2,949
-104
| -3% | -$8.4K | 0.04% | 310 |
|
|
2018
Q2 | $253K | Buy |
+3,053
| New | +$244K | 0.05% | 277 |
|
|
2018
Q1 | – | Sell |
-2,706
| Closed | -$203K | – | 359 |
|
|
2017
Q4 | $203K | Buy |
+2,706
| New | +$184K | 0.05% | 298 |
|
|
2017
Q2 | – | Sell |
-4,147
| Closed | -$263K | – | 349 |
|
|
2017
Q1 | $263K | Sell |
4,147
-5,852
| -59% | -$389K | 0.04% | 331 |
|
|
2016
Q4 | $686K | Buy |
+9,999
| New | +$710K | 0.29% | 93 |
|
Other funds holding OXY
Independent Advisor Alliance's OXY Position: Q2 2026 in Review
Independent Advisor Alliance increased its Occidental Petroleum (OXY) stake by 14% in Q2 2026, buying an estimated $191K and bringing the position to 27,365 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #387.
Independent Advisor Alliance first reported a position in OXY in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.5M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Independent Advisor Alliance held 27,365 shares of Occidental Petroleum worth $1.33M as of Q2 2026.
- Independent Advisor Alliance bought 3,364 Occidental Petroleum shares in Q2 2026, an estimated $191K.
- Occidental Petroleum made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #387 holding.
- Independent Advisor Alliance first reported a position in Occidental Petroleum in Q4 2016 and has held it in 33 quarters since.
- Independent Advisor Alliance's Occidental Petroleum position peaked at $4.5M in Q3 2023.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.