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Kestra Advisory Services’s Occidental Petroleum OXY Stock Holding History

Kestra Advisory Services’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 		$5.2M Sell
106,501
-9,732
-8% -$553K 0.02% 829
2026
Q1 		$7.56M Sell
116,233
-2,887
-2% -$145K 0.03% 580
2025
Q4 		$4.9M Sell
119,120
-27,676
-19% -$1.15M 0.02% 749
2025
Q3 		$6.94M Buy
146,796
+25,601
+21% +$1.16M 0.03% 527
2025
Q2 		$5.09M Buy
121,195
+6,109
+5% +$255K 0.02% 634
2025
Q1 		$5.68M Buy
115,086
+29,232
+34% +$1.43M 0.03% 530
2024
Q4 		$4.24M Sell
85,854
-41,058
-32% -$2.07M 0.02% 644
2024
Q3 		$6.54M Buy
126,912
+8,186
+7% +$467K 0.04% 503
2024
Q2 		$7.29M Buy
118,726
+31,535
+36% +$2.02M 0.04% 464
2024
Q1 		$5.67M Buy
87,191
+2,871
+3% +$171K 0.04% 481
2023
Q4 		$5.03M Buy
84,320
+11,619
+16% +$709K 0.04% 446
2023
Q3 		$4.72M Buy
72,701
+5,432
+8% +$342K 0.05% 409
2023
Q2 		$3.96M Buy
67,269
+11,710
+21% +$703K 0.04% 444
2023
Q1 		$3.47M Buy
55,559
+5,143
+10% +$320K 0.04% 462
2022
Q4 		$3.18M Sell
50,416
-7,204
-13% -$491K 0.03% 571
2022
Q3 		$3.54M Buy
57,620
+1,605
+3% +$103K 0.04% 470
2022
Q2 		$3.3M Buy
56,015
+9,018
+19% +$554K 0.03% 483
2022
Q1 		$2.67M Sell
46,997
-841
-2% -$37.2K 0.03% 576
2021
Q4 		$1.39M Buy
47,838
+8,937
+23% +$280K 0.01% 843
2021
Q3 		$1.15M Sell
38,901
-4,269
-10% -$114K 0.01% 944
2021
Q2 		$1.35M Buy
43,170
+9,496
+28% +$255K 0.02% 799
2021
Q1 		$896K Buy
33,674
+1,408
+4% +$35.2K 0.01% 927
2020
Q4 		$578K Sell
32,266
-12,948
-29% -$178K 0.01% 1132
2020
Q3 		$453K Buy
+45,214
New +$638K 0.01% 932

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestra Advisory Services's OXY Position: Q2 2026 in Review

Kestra Advisory Services reduced its Occidental Petroleum (OXY) stake by 8.4% in Q2 2026, selling an estimated $553K and leaving 106,501 shares worth $5.2M. The position accounts for 0.02% of the portfolio, ranked #829.

Kestra Advisory Services first reported a position in OXY in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.56M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Kestra Advisory Services held 106,501 shares of Occidental Petroleum worth $5.2M as of Q2 2026.
  • Kestra Advisory Services sold 9,732 Occidental Petroleum shares in Q2 2026, an estimated $553K.
  • Occidental Petroleum made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #829 holding.
  • Kestra Advisory Services first reported a position in Occidental Petroleum in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Occidental Petroleum position peaked at $7.56M in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.