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Kovack Advisors’s Occidental Petroleum OXY Stock Holding History

Kovack Advisors’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
2019
Q2 		– Sell
-4
Closed -$2K – 500
2019
Q1 		$2K Buy
+4
New +$264 ﹤0.01% 447
2013
Q4 		– Sell
-24
Closed -$14K – 79
2013
Q3 		$14K Hold
24
– – 0.07% 55
2013
Q2 		$14K Buy
+24
New +$2.03K 0.08% 50

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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. 426 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.
  • 426 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.