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Prospera Financial Services’s Occidental Petroleum OXY Stock Holding History

Prospera Financial Services’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 		$1.12M Buy
23,155
+2,555
+12% +$145K 0.02% 716
2026
Q1 		$1.34M Sell
20,600
-72,069
-78% -$3.62M 0.02% 614
2025
Q4 		$3.81M Sell
92,669
-23,308
-20% -$973K 0.06% 313
2025
Q3 		$5.48M Sell
115,977
-418
-0.4% -$18.9K 0.09% 231
2025
Q2 		$4.89M Buy
116,395
+108,401
+1,356% +$4.53M 0.09% 229
2025
Q1 		$395K Sell
7,994
-779
-9% -$38K 0.01% 882
2024
Q4 		$434K Sell
8,773
-387
-4% -$19.5K 0.01% 792
2024
Q3 		$472K Buy
9,160
+1,685
+23% +$96.1K 0.01% 744
2024
Q2 		$471K Buy
7,475
+47
+0.6% +$3.01K 0.01% 729
2024
Q1 		$483K Buy
7,428
+560
+8% +$33.4K 0.01% 720
2023
Q4 		$410K Sell
6,868
-1,232
-15% -$75.2K 0.01% 725
2023
Q3 		$526K Sell
8,100
-241
-3% -$15.2K 0.02% 596
2023
Q2 		$491K Buy
8,341
+752
+10% +$45.1K 0.02% 626
2023
Q1 		$474K Buy
7,589
+1,229
+19% +$76.4K 0.02% 629
2022
Q4 		$401K Sell
6,360
-13,105
-67% -$892K 0.02% 597
2022
Q3 		$1.2M Sell
19,465
-50,678
-72% -$3.24M 0.06% 332
2022
Q2 		$4.13M Sell
70,143
-6,250
-8% -$384K 0.21% 105
2022
Q1 		$4.33M Buy
76,393
+9,968
+15% +$441K 0.18% 128
2021
Q4 		$1.93M Buy
+66,425
New +$2.08M 0.08% 270
2020
Q4 		– Sell
-4,491
Closed -$45K – 1290
2020
Q3 		$45K Sell
4,491
-10,296
-70% -$145K 0.02% 658
2020
Q2 		$271K Buy
14,787
+564
+4% +$8.88K 0.02% 469
2020
Q1 		$165K Buy
+14,223
New +$467K 0.02% 479
2019
Q4 		– Sell
-5,214
Closed -$232K – 619
2019
Q3 		$232K Buy
+5,214
New +$247K 0.02% 488
2015
Q1 		– Sell
-4,779
Closed -$385K – 343
2014
Q4 		$385K Buy
+4,779
New +$397K 0.1% 173

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Prospera Financial Services's OXY Position: Q2 2026 in Review

Prospera Financial Services increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $145K and bringing the position to 23,155 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #716.

Prospera Financial Services first reported a position in OXY in Q4 2014 and has held it in 24 quarters since. The position peaked at $5.48M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Prospera Financial Services held 23,155 shares of Occidental Petroleum worth $1.12M as of Q2 2026.
  • Prospera Financial Services bought 2,555 Occidental Petroleum shares in Q2 2026, an estimated $145K.
  • Occidental Petroleum made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #716 holding.
  • Prospera Financial Services first reported a position in Occidental Petroleum in Q4 2014 and has held it in 24 quarters since.
  • Prospera Financial Services's Occidental Petroleum position peaked at $5.48M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.