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Sequoia Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Sequoia Financial Advisors’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 		$2.25M Buy
46,368
+7,273
+19% +$413K 0.01% 589
2026
Q1 		$2.54M Buy
39,095
+13,882
+55% +$698K 0.01% 519
2025
Q4 		$1.04M Sell
25,213
-3,530
-12% -$147K 0.01% 870
2025
Q3 		$1.36M Buy
28,743
+1,008
+4% +$45.5K 0.01% 655
2025
Q2 		$1.17M Sell
27,735
-402
-1% -$16.8K 0.01% 636
2025
Q1 		$1.39M Buy
28,137
+161
+0.6% +$7.86K 0.01% 519
2024
Q4 		$1.38M Buy
27,976
+3,693
+15% +$187K 0.01% 494
2024
Q3 		$1.25M Sell
24,283
-591
-2% -$33.7K 0.01% 477
2024
Q2 		$1.57M Buy
24,874
+2,712
+12% +$174K 0.02% 382
2024
Q1 		$1.44M Sell
22,162
-4,707
-18% -$281K 0.02% 389
2023
Q4 		$1.6M Buy
26,869
+7,007
+35% +$428K 0.02% 410
2023
Q3 		$1.29M Sell
19,862
-76
-0.4% -$4.78K 0.02% 290
2023
Q2 		$1.17M Sell
19,938
-978
-5% -$58.7K 0.02% 318
2023
Q1 		$1.31M Buy
20,916
+2,913
+16% +$181K 0.03% 272
2022
Q4 		$1.13M Buy
18,003
+11,419
+173% +$778K 0.03% 263
2022
Q3 		$405K Sell
6,584
-922
-12% -$59K 0.01% 324
2022
Q2 		$442K Buy
7,506
+1,989
+36% +$122K 0.01% 349
2022
Q1 		$313K Buy
+5,517
New +$244K 0.01% 491
2015
Q3 		– Sell
-2,911
Closed -$226K – 189
2015
Q2 		$226K Buy
+2,911
New +$227K 0.1% 166
2014
Q4 		– Sell
-2,532
Closed -$233K – 167
2014
Q3 		$233K Sell
2,532
-239
-9% -$22.9K 0.16% 138
2014
Q2 		$272K Buy
2,771
+437
+19% +$41.1K 0.21% 114
2014
Q1 		$213K Sell
2,334
-8,856
-79% -$791K 0.18% 144
2013
Q4 		$1.02M Buy
+11,190
New +$1.02M 0.84% 24

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

Sequoia Financial Advisors's OXY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Occidental Petroleum (OXY) stake by 19% in Q2 2026, buying an estimated $413K and bringing the position to 46,368 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #589.

Sequoia Financial Advisors first reported a position in OXY in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.54M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Sequoia Financial Advisors held 46,368 shares of Occidental Petroleum worth $2.25M as of Q2 2026.
  • Sequoia Financial Advisors bought 7,273 Occidental Petroleum shares in Q2 2026, an estimated $413K.
  • Occidental Petroleum made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #589 holding.
  • Sequoia Financial Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's Occidental Petroleum position peaked at $2.54M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.