Krilogy Financial’s Occidental Petroleum OXY Stock Holding History

Krilogy Financial’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	$772K	Buy	15,885 +3,382	+27%	+$192K	0.02%	475
2026 Q1	$711K	Buy	12,503 +6,119	+96%	+$308K	0.02%	462
2025 Q4	$280K	Buy	6,384 +518	+9%	+$21.6K	0.01%	748
2025 Q3	$233K	Buy	+5,866	New	+$265K	0.01%	769
2023 Q3	–	Sell	-11,731	Closed	-$690K	–	220
2023 Q2	$690K	Sell	11,731 -1,970	-14%	-$118K	0.06%	170
2023 Q1	$855K	Buy	13,701 +4,025	+42%	+$250K	0.07%	198
2022 Q4	$609K	Buy	9,676 +2,401	+33%	+$164K	0.06%	227
2022 Q3	$447K	Buy	7,275 +1,550	+27%	+$99.2K	0.05%	218
2022 Q2	$337K	Buy	5,725 +50	+0.9%	+$3.07K	0.04%	241
2022 Q1	$322K	Sell	5,675 -2,590	-31%	-$115K	0.03%	244
2021 Q4	$240K	Sell	8,265 -600	-7%	-$18.8K	0.02%	247
2021 Q3	$262K	Buy	8,865 +825	+10%	+$22K	0.03%	240
2021 Q2	$251K	Buy	+8,040	New	+$216K	0.03%	241
2018 Q4	–	Sell	-190	Closed	-$16K	–	507
2018 Q3	$16K	Buy	+190	New	+$15.4K	﹤0.01%	465
2018 Q2	–	Sell	-250	Closed	-$16K	–	484
2018 Q1	$16K	Buy	250 +50	+25%	+$3.5K	﹤0.01%	470
2017 Q4	$15K	Hold	200	–	–	﹤0.01%	480
2017 Q3	$13K	Buy	200 +10	+5%	+$609	﹤0.01%	550
2017 Q2	$11K	Buy	+190	New	+$11.6K	﹤0.01%	526

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Krilogy Financial's OXY Position: Q2 2026 in Review

Krilogy Financial increased its Occidental Petroleum (OXY) stake by 27% in Q2 2026, buying an estimated $192K and bringing the position to 15,885 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #475.

Krilogy Financial first reported a position in OXY in Q2 2017 and has held it in 18 quarters since. The position peaked at $855K in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Krilogy Financial held 15,885 shares of Occidental Petroleum worth $772K as of Q2 2026.
Krilogy Financial bought 3,382 Occidental Petroleum shares in Q2 2026, an estimated $192K.
Occidental Petroleum made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #475 holding.
Krilogy Financial first reported a position in Occidental Petroleum in Q2 2017 and has held it in 18 quarters since.
Krilogy Financial's Occidental Petroleum position peaked at $855K in Q1 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.