Kovack 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 | – | Sell |
-3,951
| Closed | -$249K | – | 1129 |
|
|
2026
Q1 | $249K | Buy |
+3,951
| New | +$199K | 0.01% | 828 |
|
|
2025
Q1 | – | Sell |
-4,322
| Closed | -$214K | – | 621 |
|
|
2024
Q4 | $214K | Sell |
4,322
-204
| -5% | -$10.3K | 0.02% | 552 |
|
|
2024
Q3 | $233K | Sell |
4,526
-142
| -3% | -$8.1K | 0.02% | 504 |
|
|
2024
Q2 | $294K | Buy |
4,668
+2
| +0% | +$128 | 0.03% | 424 |
|
|
2024
Q1 | $303K | Sell |
4,666
-795
| -15% | -$47.5K | 0.04% | 349 |
|
|
2023
Q4 | $326K | Sell |
5,461
-212
| -4% | -$12.9K | 0.04% | 396 |
|
|
2023
Q3 | $368K | Sell |
5,673
-224
| -4% | -$14.1K | 0.05% | 334 |
|
|
2023
Q2 | $347K | Sell |
5,897
-12
| -0.2% | -$720 | 0.04% | 381 |
|
|
2023
Q1 | $369K | Sell |
5,909
-147
| -2% | -$9.13K | 0.05% | 363 |
|
|
2022
Q4 | $381K | Sell |
6,056
-1,955
| -24% | -$133K | 0.06% | 343 |
|
|
2022
Q3 | $492K | Sell |
8,011
-1,420
| -15% | -$90.9K | 0.07% | 283 |
|
|
2022
Q2 | $555K | Sell |
9,431
-777
| -8% | -$47.7K | 0.07% | 288 |
|
|
2022
Q1 | $579K | Sell |
10,208
-702
| -6% | -$31K | 0.06% | 355 |
|
|
2021
Q4 | $316K | Sell |
10,910
-250
| -2% | -$7.84K | 0.03% | 512 |
|
|
2021
Q3 | $330K | Sell |
11,160
-115
| -1% | -$3.07K | 0.04% | 493 |
|
|
2021
Q2 | $353K | Sell |
11,275
-1,210
| -10% | -$32.5K | 0.04% | 454 |
|
|
2021
Q1 | $332K | Buy |
12,485
+10
| +0.1% | +$250 | 0.04% | 421 |
|
|
2020
Q4 | $216K | Buy |
12,475
+1,150
| +10% | +$15.8K | 0.03% | 502 |
|
|
2020
Q3 | $113K | Buy |
11,325
+200
| +2% | +$2.82K | 0.02% | 454 |
|
|
2020
Q2 | $204K | Sell |
11,125
-6,588
| -37% | -$104K | 0.04% | 407 |
|
|
2020
Q1 | $205K | Buy |
17,713
+1,774
| +11% | +$58.3K | 0.05% | 368 |
|
|
2019
Q4 | $657K | Buy |
15,939
+1,077
| +7% | +$43.1K | 0.12% | 192 |
|
|
2019
Q3 | $661K | Sell |
14,862
-10
| -0.1% | -$473 | 0.14% | 178 |
|
|
2019
Q2 | $748K | Buy |
14,872
+4,702
| +46% | +$265K | 0.17% | 143 |
|
|
2019
Q1 | $673K | Buy |
10,170
+351
| +4% | +$23.1K | 0.17% | 149 |
|
|
2018
Q4 | $603K | Buy |
9,819
+3,501
| +55% | +$246K | 0.18% | 139 |
|
|
2018
Q3 | $519K | Buy |
+6,318
| New | +$511K | 0.13% | 194 |
|
|
2018
Q2 | – | Sell |
-10,867
| Closed | -$706K | – | 507 |
|
|
2018
Q1 | $706K | Buy |
10,867
+927
| +9% | +$64.8K | 0.18% | 140 |
|
|
2017
Q4 | $732K | Buy |
+9,940
| New | +$675K | 0.19% | 133 |
|
|
2013
Q4 | – | Sell |
-3,436
| Closed | -$308K | – | 80 |
|
|
2013
Q3 | $308K | Buy |
3,436
+105
| +3% | +$9.03K | 1.58% | 20 |
|
|
2013
Q2 | $285K | Buy |
+3,331
| New | +$281K | 1.68% | 23 |
|
Other funds holding OXY
Kovack Advisors's OXY Position: Q2 2026 in Review
Kovack Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,951 shares — an estimated $249K sold.
Kovack Advisors first reported a position in OXY in Q2 2013 and held it in 31 quarters. The position peaked at $748K in Q2 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Kovack Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
- Kovack Advisors sold 3,951 Occidental Petroleum shares in Q2 2026, an estimated $249K.
- Kovack Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 31 quarters.
- Kovack Advisors's Occidental Petroleum position peaked at $748K in Q2 2019.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.