Patriot Financial Group Insurance Agency’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 | – | Sell |
-6,326
| Closed | -$260K | – | 713 |
|
|
2025
Q4 | $260K | Sell |
6,326
-4,352
| -41% | -$182K | 0.03% | 421 |
|
|
2025
Q3 | $505K | Sell |
10,678
-2,306
| -18% | -$104K | 0.06% | 285 |
|
|
2025
Q2 | $545K | Buy |
12,984
+461
| +4% | +$19.3K | 0.06% | 295 |
|
|
2025
Q1 | $618K | Sell |
12,523
-370
| -3% | -$18.1K | 0.08% | 260 |
|
|
2024
Q4 | $637K | Sell |
12,893
-90
| -0.7% | -$4.55K | 0.09% | 245 |
|
|
2024
Q3 | $669K | Sell |
12,983
-223
| -2% | -$12.7K | 0.09% | 240 |
|
|
2024
Q2 | $832K | Sell |
13,206
-1,589
| -11% | -$102K | 0.12% | 189 |
|
|
2024
Q1 | $962K | Buy |
14,795
+136
| +0.9% | +$8.12K | 0.15% | 157 |
|
|
2023
Q4 | $875K | Sell |
14,659
-403
| -3% | -$24.6K | 0.17% | 147 |
|
|
2023
Q3 | $977K | Buy |
15,062
+267
| +2% | +$16.8K | 0.2% | 130 |
|
|
2023
Q2 | $870K | Buy |
14,795
+545
| +4% | +$32.7K | 0.16% | 148 |
|
|
2023
Q1 | $890K | Buy |
14,250
+530
| +4% | +$32.9K | 0.18% | 131 |
|
|
2022
Q4 | $864K | Sell |
13,720
-1,248
| -8% | -$85K | 0.12% | 124 |
|
|
2022
Q3 | $920K | Buy |
14,968
+519
| +4% | +$33.2K | 0.22% | 111 |
|
|
2022
Q2 | $851K | Buy |
14,449
+5,020
| +53% | +$308K | 0.17% | 130 |
|
|
2022
Q1 | $535K | Sell |
9,429
-10,482
| -53% | -$464K | 0.1% | 225 |
|
|
2021
Q4 | $577K | Buy |
19,911
+9,249
| +87% | +$290K | 0.1% | 214 |
|
|
2021
Q3 | $315K | Buy |
10,662
+3,643
| +52% | +$97.3K | 0.06% | 327 |
|
|
2021
Q2 | $219K | Buy |
7,019
+5,347
| +320% | +$143K | 0.04% | 411 |
|
|
2021
Q1 | $45K | Sell |
1,672
-200
| -11% | -$5K | 0.01% | 802 |
|
|
2020
Q4 | $32K | Buy |
1,872
+1,029
| +122% | +$14.1K | 0.01% | 832 |
|
|
2020
Q3 | $8K | Sell |
843
-37
| -4% | -$522 | ﹤0.01% | 1105 |
|
|
2020
Q2 | $16K | Sell |
880
-462
| -34% | -$7.28K | 0.01% | 820 |
|
|
2020
Q1 | $16K | Buy |
1,342
+552
| +70% | +$18.1K | 0.01% | 722 |
|
|
2019
Q4 | $33K | Sell |
790
-175
| -18% | -$7.01K | 0.01% | 571 |
|
|
2019
Q3 | $43K | Buy |
965
+228
| +31% | +$10.8K | 0.02% | 468 |
|
|
2019
Q2 | $36K | Buy |
737
+1
| +0.1% | +$56 | 0.02% | 496 |
|
|
2019
Q1 | $49K | Sell |
736
-33
| -4% | -$2.17K | 0.03% | 391 |
|
|
2018
Q4 | $47K | Buy |
769
+96
| +14% | +$6.75K | 0.03% | 335 |
|
|
2018
Q3 | $55K | Buy |
673
+407
| +153% | +$32.9K | 0.03% | 288 |
|
|
2018
Q2 | $22K | Sell |
266
-626
| -70% | -$50K | 0.02% | 279 |
|
|
2018
Q1 | $58K | Buy |
892
+6
| +0.7% | +$420 | 0.04% | 289 |
|
|
2017
Q4 | $67K | Buy |
886
+15
| +2% | +$1.02K | 0.05% | 256 |
|
|
2017
Q3 | $56K | Buy |
871
+172
| +25% | +$10.5K | 0.05% | 239 |
|
|
2017
Q2 | $41K | Buy |
699
+409
| +141% | +$25K | 0.04% | 274 |
|
|
2017
Q1 | $18K | Buy |
290
+21
| +8% | +$1.4K | 0.02% | 385 |
|
|
2016
Q4 | $18K | Buy |
+269
| New | +$19.1K | 0.02% | 365 |
|
Other funds holding OXY
HHII
Patriot Financial Group Insurance Agency's OXY Position: Q1 2026 in Review
Patriot Financial Group Insurance Agency sold out of Occidental Petroleum (OXY) in Q1 2026, closing a stake of 6,326 shares — an estimated $260K sold.
Patriot Financial Group Insurance Agency first reported a position in OXY in Q4 2016 and held it in 37 quarters. The position peaked at $977K in Q3 2023. 1,303 funds tracked by Wall St. Rank hold OXY as of Q1 2026.
- Patriot Financial Group Insurance Agency reported no remaining Occidental Petroleum position as of Q1 2026 after selling out during the quarter.
- Patriot Financial Group Insurance Agency sold 6,326 Occidental Petroleum shares in Q1 2026, an estimated $260K.
- Patriot Financial Group Insurance Agency first reported a position in Occidental Petroleum in Q4 2016 and held it in 37 quarters.
- Patriot Financial Group Insurance Agency's Occidental Petroleum position peaked at $977K in Q3 2023.
- 1,303 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.