Jones Financial Companies’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
Q1 | $5.9M | Buy |
90,274
+33,574
| +59% | +$1.69M | ﹤0.01% | 1019 |
|
|
2025
Q4 | $2.33M | Buy |
56,700
+6,461
| +13% | +$270K | ﹤0.01% | 884 |
|
|
2025
Q3 | $2.38M | Buy |
50,239
+7,014
| +16% | +$317K | ﹤0.01% | 800 |
|
|
2025
Q2 | $1.84M | Buy |
43,225
+23,709
| +121% | +$991K | ﹤0.01% | 782 |
|
|
2025
Q1 | $953K | Buy |
19,516
+10,431
| +115% | +$509K | ﹤0.01% | 882 |
|
|
2024
Q4 | $449K | Buy |
9,085
+2,647
| +41% | +$134K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $329K | Buy |
6,438
+4,837
| +302% | +$276K | ﹤0.01% | 972 |
|
|
2024
Q2 | $101K | Buy |
1,601
+1,465
| +1,077% | +$94K | ﹤0.01% | 1043 |
|
|
2024
Q1 | $8.84K | Buy |
+136
| New | +$8.12K | ﹤0.01% | 1082 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$2K | – | 717 |
|
|
2022
Q4 | $2K | Buy |
+28
| New | +$1.91K | ﹤0.01% | 610 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$4K | – | 679 |
|
|
2022
Q2 | $4K | Buy |
+75
| New | +$4.61K | ﹤0.01% | 559 |
|
|
2018
Q4 | – | Sell |
-2,681
| Closed | -$220K | – | 212 |
|
|
2018
Q3 | $220K | Buy |
2,681
+26
| +1% | +$2.1K | ﹤0.01% | 199 |
|
|
2018
Q2 | $222K | Buy |
+2,655
| New | +$212K | ﹤0.01% | 197 |
|
|
2018
Q1 | – | Sell |
-2,827
| Closed | -$208K | – | 219 |
|
|
2017
Q4 | $208K | Buy |
+2,827
| New | +$192K | ﹤0.01% | 221 |
|
|
2017
Q2 | – | Sell |
-3,744
| Closed | -$237K | – | 223 |
|
|
2017
Q1 | $237K | Sell |
3,744
-1,795
| -32% | -$119K | ﹤0.01% | 210 |
|
|
2016
Q4 | $395K | Sell |
5,539
-3,662
| -40% | -$260K | ﹤0.01% | 183 |
|
|
2016
Q3 | $671K | Sell |
9,201
-607
| -6% | -$45.4K | ﹤0.01% | 158 |
|
|
2016
Q2 | $741K | Sell |
9,808
-1,698
| -15% | -$127K | ﹤0.01% | 160 |
|
|
2016
Q1 | $787K | Sell |
11,506
-1,721
| -13% | -$115K | ﹤0.01% | 155 |
|
|
2015
Q4 | $893K | Sell |
13,227
-12,369
| -48% | -$890K | 0.01% | 156 |
|
|
2015
Q3 | $1.69M | Sell |
25,596
-3,981
| -13% | -$278K | 0.01% | 127 |
|
|
2015
Q2 | $2.3M | Sell |
29,577
-949
| -3% | -$74.1K | 0.01% | 116 |
|
|
2015
Q1 | $2.23M | Sell |
30,526
-11,204
| -27% | -$866K | 0.01% | 118 |
|
|
2014
Q4 | $3.36M | Sell |
41,730
-46,071
| -52% | -$3.82M | 0.02% | 95 |
|
|
2014
Q3 | $8.09M | Buy |
87,801
+6,612
| +8% | +$634K | 0.06% | 50 |
|
|
2014
Q2 | $7.98M | Buy |
81,189
+6,083
| +8% | +$572K | 0.06% | 49 |
|
|
2014
Q1 | $6.86M | Buy |
75,106
+8,694
| +13% | +$777K | 0.06% | 52 |
|
|
2013
Q4 | $6.05M | Buy |
66,412
+6,158
| +10% | +$562K | 0.05% | 60 |
|
|
2013
Q3 | $5.4M | Buy |
60,254
+8,021
| +15% | +$689K | 0.05% | 58 |
|
|
2013
Q2 | $4.46M | Buy |
+52,233
| New | +$4.41M | 0.05% | 64 |
|
Other funds holding OXY
VCM
VPM
HHII
Jones Financial Companies's OXY Position: Q1 2026 in Review
Jones Financial Companies increased its Occidental Petroleum (OXY) stake by 59% in Q1 2026, buying an estimated $1.69M and bringing the position to 90,274 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1019.
Jones Financial Companies first reported a position in OXY in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.09M in Q3 2014. 1,293 funds tracked by Wall St. Rank hold OXY as of Q1 2026.
- Jones Financial Companies held 90,274 shares of Occidental Petroleum worth $5.9M as of Q1 2026.
- Jones Financial Companies bought 33,574 Occidental Petroleum shares in Q1 2026, an estimated $1.69M.
- Occidental Petroleum made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1019 holding.
- Jones Financial Companies first reported a position in Occidental Petroleum in Q2 2013 and has held it in 30 quarters since.
- Jones Financial Companies's Occidental Petroleum position peaked at $8.09M in Q3 2014.
- 1,293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.