LPL Financial’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 | $46.7M | Buy |
718,395
+112,041
| +18% | +$5.63M | 0.01% | 955 |
|
|
2025
Q4 | $24.9M | Sell |
606,354
-89,499
| -13% | -$3.74M | 0.01% | 1259 |
|
|
2025
Q3 | $32.9M | Sell |
695,853
-44,660
| -6% | -$2.02M | 0.01% | 1054 |
|
|
2025
Q2 | $31.1M | Buy |
740,513
+195,002
| +36% | +$8.15M | 0.01% | 1003 |
|
|
2025
Q1 | $26.9M | Sell |
545,511
-47,665
| -8% | -$2.33M | 0.01% | 980 |
|
|
2024
Q4 | $29.3M | Buy |
593,176
+24,921
| +4% | +$1.26M | 0.01% | 886 |
|
|
2024
Q3 | $29.3M | Sell |
568,255
-24,959
| -4% | -$1.42M | 0.01% | 841 |
|
|
2024
Q2 | $37.4M | Buy |
593,214
+1,990
| +0.3% | +$128K | 0.02% | 679 |
|
|
2024
Q1 | $38.4M | Buy |
591,224
+11,126
| +2% | +$665K | 0.02% | 646 |
|
|
2023
Q4 | $34.6M | Buy |
580,098
+34,716
| +6% | +$2.12M | 0.02% | 634 |
|
|
2023
Q3 | $35.4M | Buy |
545,382
+40,108
| +8% | +$2.52M | 0.02% | 573 |
|
|
2023
Q2 | $29.7M | Buy |
505,274
+62,954
| +14% | +$3.78M | 0.02% | 630 |
|
|
2023
Q1 | $27.6M | Buy |
442,320
+11,979
| +3% | +$744K | 0.02% | 625 |
|
|
2022
Q4 | $27.1M | Buy |
430,341
+92,963
| +28% | +$6.33M | 0.02% | 590 |
|
|
2022
Q3 | $20.7M | Sell |
337,378
-37,397
| -10% | -$2.39M | 0.02% | 641 |
|
|
2022
Q2 | $22.1M | Buy |
374,775
+119,779
| +47% | +$7.36M | 0.02% | 604 |
|
|
2022
Q1 | $14.5M | Buy |
254,996
+25,811
| +11% | +$1.14M | 0.01% | 799 |
|
|
2021
Q4 | $6.64M | Sell |
229,185
-6,248
| -3% | -$196K | 0.01% | 1268 |
|
|
2021
Q3 | $6.96M | Buy |
235,433
+27,503
| +13% | +$734K | 0.01% | 1175 |
|
|
2021
Q2 | $6.5M | Buy |
207,930
+50,534
| +32% | +$1.36M | 0.01% | 1169 |
|
|
2021
Q1 | $4.19M | Buy |
157,396
+4,546
| +3% | +$114K | ﹤0.01% | 1342 |
|
|
2020
Q4 | $2.65M | Buy |
152,850
+15,900
| +12% | +$218K | ﹤0.01% | 1497 |
|
|
2020
Q3 | $1.37M | Sell |
136,950
-17,761
| -11% | -$250K | ﹤0.01% | 1693 |
|
|
2020
Q2 | $2.83M | Sell |
154,711
-12,193
| -7% | -$192K | ﹤0.01% | 1170 |
|
|
2020
Q1 | $1.93M | Sell |
166,904
-172,145
| -51% | -$5.65M | ﹤0.01% | 1211 |
|
|
2019
Q4 | $14M | Buy |
339,049
+28,612
| +9% | +$1.15M | 0.03% | 467 |
|
|
2019
Q3 | $13.8M | Buy |
310,437
+4,929
| +2% | +$233K | 0.03% | 429 |
|
|
2019
Q2 | $15.4M | Buy |
305,508
+20,311
| +7% | +$1.14M | 0.03% | 391 |
|
|
2019
Q1 | $18.9M | Buy |
285,197
+34,363
| +14% | +$2.26M | 0.04% | 323 |
|
|
2018
Q4 | $15.4M | Buy |
250,834
+10,752
| +4% | +$756K | 0.04% | 328 |
|
|
2018
Q3 | $19.7M | Sell |
240,082
-14,098
| -6% | -$1.14M | 0.05% | 298 |
|
|
2018
Q2 | $21.3M | Sell |
254,180
-7,737
| -3% | -$618K | 0.06% | 270 |
|
|
2018
Q1 | $17M | Buy |
261,917
+154,073
| +143% | +$10.8M | 0.05% | 308 |
|
|
2017
Q4 | $7.94M | Buy |
107,844
+11,355
| +12% | +$771K | 0.02% | 484 |
|
|
2017
Q3 | $6.2M | Buy |
96,489
+3,098
| +3% | +$189K | 0.02% | 527 |
|
|
2017
Q2 | $5.59M | Buy |
93,391
+59,595
| +176% | +$3.65M | 0.02% | 524 |
|
|
2017
Q1 | $2.15M | Sell |
33,796
-7,970
| -19% | -$530K | 0.01% | 798 |
|
|
2016
Q4 | $3.01M | Sell |
41,766
-20,812
| -33% | -$1.48M | 0.02% | 599 |
|
|
2016
Q3 | $4.55M | Sell |
62,578
-4,910
| -7% | -$368K | 0.04% | 402 |
|
|
2016
Q2 | $5.09M | Sell |
67,488
-47,180
| -41% | -$3.53M | 0.04% | 368 |
|
|
2016
Q1 | $7.73M | Sell |
114,668
-9,987
| -8% | -$669K | 0.02% | 530 |
|
|
2015
Q4 | $8.53M | Buy |
124,655
+33,321
| +36% | +$2.4M | 0.02% | 500 |
|
|
2015
Q3 | $6.44M | Buy |
91,334
+4,315
| +5% | +$301K | 0.04% | 386 |
|
|
2015
Q2 | $6.42M | Buy |
87,019
+3,692
| +4% | +$288K | 0.03% | 422 |
|
|
2015
Q1 | $6.18M | Sell |
83,327
-9,860
| -11% | -$762K | 0.03% | 437 |
|
|
2014
Q4 | $7.5M | Sell |
93,187
-12,843
| -12% | -$1.07M | 0.04% | 347 |
|
|
2014
Q3 | $9.58M | Buy |
106,030
+7,631
| +8% | +$732K | 0.06% | 288 |
|
|
2014
Q2 | $9.68M | Sell |
98,399
-4,840
| -5% | -$455K | 0.06% | 286 |
|
|
2014
Q1 | $9.43M | Sell |
103,239
-3,324
| -3% | -$297K | 0.06% | 280 |
|
|
2013
Q4 | $9.71M | Buy |
106,563
+2,893
| +3% | +$264K | 0.06% | 264 |
|
|
2013
Q3 | $9.51M | Sell |
103,670
-426
| -0.4% | -$36.6K | 0.06% | 268 |
|
|
2013
Q2 | $8.9M | Buy |
+104,096
| New | +$8.8M | 0.06% | 249 |
|
Other funds holding OXY
VCM
VPM
HHII
LPL Financial's OXY Position: Q1 2026 in Review
LPL Financial increased its Occidental Petroleum (OXY) stake by 18% in Q1 2026, buying an estimated $5.63M and bringing the position to 718,395 shares worth $46.7M. The position accounts for 0.01% of the portfolio, ranked #955.
LPL Financial first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.
- LPL Financial held 718,395 shares of Occidental Petroleum worth $46.7M as of Q1 2026.
- LPL Financial bought 112,041 Occidental Petroleum shares in Q1 2026, an estimated $5.63M.
- Occidental Petroleum made up 0.01% of LPL Financial's portfolio in Q1 2026, its #955 holding.
- LPL Financial first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
- 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.