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Sanders Morris Harris’s Occidental Petroleum OXY Stock Holding History

Sanders Morris Harris’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 		– Sell
-32,570
Closed -$2.12M – 216
2026
Q1 		$2.12M Buy
+32,570
New +$1.64M 0.34% 66
2025
Q4 		– Sell
-32,570
Closed -$1.54M – 224
2025
Q3 		$1.54M Buy
+32,570
New +$1.47M 0.2% 71
2025
Q2 		– Sell
-16,223
Closed -$798K – 261
2025
Q1 		$798K Hold
16,223
– – 0.12% 115
2024
Q4 		$802K Buy
16,223
+4,020
+33% +$203K 0.12% 122
2024
Q3 		$629K Hold
12,203
– – 0.1% 137
2024
Q2 		$769K Hold
12,203
– – 0.13% 111
2024
Q1 		$793K Hold
12,203
– – 0.15% 113
2023
Q4 		$709K Buy
+12,203
New +$745K 0.35% 80
2020
Q2 		– Sell
-6,652
Closed -$262K – 174
2020
Q1 		$262K Buy
6,652
+500
+8% +$16.4K 0.26% 88
2019
Q4 		$262K Sell
6,152
-327
-5% -$13.1K 0.06% 237
2019
Q3 		$281K Sell
6,479
-38,853
-86% -$1.84M 0.07% 212
2019
Q2 		$2.26M Buy
+45,332
New +$2.55M 0.59% 38

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Sanders Morris Harris's OXY Position: Q2 2026 in Review

Sanders Morris Harris sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 32,570 shares — an estimated $2.12M sold.

Sanders Morris Harris first reported a position in OXY in Q2 2019 and held it in 12 quarters. The position peaked at $2.26M in Q2 2019. 170 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Sanders Morris Harris reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 32,570 Occidental Petroleum shares in Q2 2026, an estimated $2.12M.
  • Sanders Morris Harris first reported a position in Occidental Petroleum in Q2 2019 and held it in 12 quarters.
  • Sanders Morris Harris's Occidental Petroleum position peaked at $2.26M in Q2 2019.
  • 170 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.