JFS Wealth Advisors’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 | $359K | Buy |
7,393
+45
| +0.6% | +$2.56K | 0.02% | 265 |
|
|
2026
Q1 | $478K | Buy |
7,348
+811
| +12% | +$40.8K | 0.03% | 234 |
|
|
2025
Q4 | $269K | Buy |
6,537
+156
| +2% | +$6.51K | 0.02% | 291 |
|
|
2025
Q3 | $302K | Buy |
6,381
+2,610
| +69% | +$118K | 0.02% | 281 |
|
|
2025
Q2 | $158K | Buy |
3,771
+3,240
| +610% | +$135K | 0.01% | 317 |
|
|
2025
Q1 | $26.2K | Sell |
531
-48
| -8% | -$2.34K | ﹤0.01% | 605 |
|
|
2024
Q4 | $28.6K | Sell |
579
-752
| -56% | -$38K | ﹤0.01% | 556 |
|
|
2024
Q3 | $68.6K | Buy |
1,331
+627
| +89% | +$35.8K | ﹤0.01% | 417 |
|
|
2024
Q2 | $44.4K | Sell |
704
-8
| -1% | -$513 | ﹤0.01% | 439 |
|
|
2024
Q1 | $46.3K | Sell |
712
-37
| -5% | -$2.21K | ﹤0.01% | 441 |
|
|
2023
Q4 | $44.7K | Buy |
749
+21
| +3% | +$1.28K | ﹤0.01% | 422 |
|
|
2023
Q3 | $47.2K | Sell |
728
-9
| -1% | -$566 | ﹤0.01% | 382 |
|
|
2023
Q2 | $43.3K | Sell |
737
-60
| -8% | -$3.6K | ﹤0.01% | 387 |
|
|
2023
Q1 | $49.7K | Sell |
797
-180
| -18% | -$11.2K | ﹤0.01% | 375 |
|
|
2022
Q4 | $61.5K | Sell |
977
-31
| -3% | -$2.11K | 0.01% | 341 |
|
|
2022
Q3 | $62K | Sell |
1,008
-121
| -11% | -$7.75K | 0.01% | 351 |
|
|
2022
Q2 | $66K | Buy |
1,129
+383
| +51% | +$23.5K | 0.01% | 352 |
|
|
2022
Q1 | $42K | Buy |
746
+447
| +149% | +$19.8K | ﹤0.01% | 462 |
|
|
2021
Q4 | $9K | Buy |
299
+215
| +256% | +$6.75K | ﹤0.01% | 706 |
|
|
2021
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $3K | Sell |
84
-1,585
| -95% | -$42.5K | ﹤0.01% | 534 |
|
|
2021
Q1 | $44K | Buy |
+1,669
| New | +$41.8K | 0.01% | 261 |
|
|
2019
Q4 | – | Sell |
-51
| Closed | -$2K | – | 540 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $3K | Buy |
+51
| New | +$2.87K | ﹤0.01% | 421 |
|
|
2018
Q4 | – | Sell |
-70
| Closed | -$6K | – | 512 |
|
|
2018
Q3 | $6K | Buy |
+70
| New | +$5.66K | ﹤0.01% | 448 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$2K | – | 528 |
|
|
2018
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $3K | Buy |
+34
| New | +$2.31K | ﹤0.01% | 469 |
|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 480 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 464 |
|
|
2016
Q2 | $2K | Sell |
20
-25
| -56% | -$1.87K | ﹤0.01% | 469 |
|
|
2016
Q1 | $3K | Buy |
45
+25
| +125% | +$1.68K | ﹤0.01% | 491 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 522 |
|
|
2015
Q3 | $1K | Sell |
20
-269
| -93% | -$18.8K | ﹤0.01% | 458 |
|
|
2015
Q2 | $22K | Buy |
289
+5
| +2% | +$391 | 0.01% | 265 |
|
|
2015
Q1 | $21K | Hold |
284
| – | – | 0.01% | 274 |
|
|
2014
Q4 | $23K | Buy |
+284
| New | +$23.6K | ﹤0.01% | 275 |
|
Other funds holding OXY
JFS Wealth Advisors's OXY Position: Q2 2026 in Review
JFS Wealth Advisors increased its Occidental Petroleum (OXY) stake by 0.61% in Q2 2026, buying an estimated $2.56K and bringing the position to 7,393 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #265.
JFS Wealth Advisors first reported a position in OXY in Q4 2014 and has held it in 35 quarters since. The position peaked at $478K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- JFS Wealth Advisors held 7,393 shares of Occidental Petroleum worth $359K as of Q2 2026.
- JFS Wealth Advisors bought 45 Occidental Petroleum shares in Q2 2026, an estimated $2.56K.
- Occidental Petroleum made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #265 holding.
- JFS Wealth Advisors first reported a position in Occidental Petroleum in Q4 2014 and has held it in 35 quarters since.
- JFS Wealth Advisors's Occidental Petroleum position peaked at $478K in Q1 2026.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.