Sowell Financial Services’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
Q2 | $362K | Buy |
7,452
+74
| +1% | +$4.2K | 0.01% | 791 |
|
|
2026
Q1 | $480K | Sell |
7,378
-1,909
| -21% | -$96K | 0.02% | 645 |
|
|
2025
Q4 | $382K | Buy |
9,287
+107
| +1% | +$4.46K | 0.01% | 737 |
|
|
2025
Q3 | $434K | Sell |
9,180
-47
| -0.5% | -$2.12K | 0.02% | 670 |
|
|
2025
Q2 | $388K | Sell |
9,227
-10,374
| -53% | -$434K | 0.02% | 687 |
|
|
2025
Q1 | $967K | Buy |
19,601
+1,737
| +10% | +$84.8K | 0.04% | 396 |
|
|
2024
Q4 | $883K | Sell |
17,864
-1,764
| -9% | -$89.1K | 0.05% | 328 |
|
|
2024
Q3 | $1.02M | Buy |
+19,628
| New | +$1.12M | 0.05% | 337 |
|
|
2024
Q2 | – | Sell |
-10,742
| Closed | -$701K | – | 554 |
|
|
2024
Q1 | $701K | Buy |
+10,742
| New | +$642K | 0.03% | 402 |
|
|
2023
Q3 | – | Sell |
-32,773
| Closed | -$1.93M | – | 579 |
|
|
2023
Q2 | $1.93M | Buy |
32,773
+2,718
| +9% | +$163K | 0.11% | 221 |
|
|
2023
Q1 | $1.88M | Buy |
30,055
+12,155
| +68% | +$755K | 0.14% | 166 |
|
|
2022
Q4 | $1.13M | Sell |
17,900
-933
| -5% | -$63.5K | 0.07% | 298 |
|
|
2022
Q3 | $1.16M | Sell |
18,833
-7,792
| -29% | -$499K | 0.12% | 220 |
|
|
2022
Q2 | $1.53M | Buy |
26,625
+12,521
| +89% | +$769K | 0.14% | 133 |
|
|
2022
Q1 | $833K | Buy |
+14,104
| New | +$624K | 0.15% | 104 |
|
|
2021
Q2 | – | Sell |
-9,364
| Closed | -$250K | – | 2049 |
|
|
2021
Q1 | $250K | Sell |
9,364
-13,030
| -58% | -$326K | 0.01% | 924 |
|
|
2020
Q4 | $388K | Sell |
22,394
-778
| -3% | -$10.7K | 0.02% | 603 |
|
|
2020
Q3 | $232K | Buy |
23,172
+6,270
| +37% | +$88.4K | 0.01% | 682 |
|
|
2020
Q2 | $309K | Sell |
16,902
-1,456
| -8% | -$22.9K | 0.02% | 586 |
|
|
2020
Q1 | $213K | Sell |
18,358
-14,634
| -44% | -$481K | 0.02% | 632 |
|
|
2019
Q4 | $1.36M | Buy |
32,992
+1,742
| +6% | +$69.8K | 0.1% | 206 |
|
|
2019
Q3 | $1.39M | Buy |
+31,250
| New | +$1.48M | 0.11% | 185 |
|
|
2019
Q1 | $228K | Sell |
3,439
-872
| -20% | -$57.5K | 0.03% | 502 |
|
|
2018
Q4 | $265K | Sell |
4,311
-482
| -10% | -$33.9K | 0.04% | 409 |
|
|
2018
Q3 | $394K | Sell |
4,793
-1,499
| -24% | -$121K | 0.06% | 236 |
|
|
2018
Q2 | $492K | Sell |
6,292
-2,735
| -30% | -$218K | 0.1% | 171 |
|
|
2018
Q1 | $694K | Buy |
9,027
+382
| +4% | +$26.7K | 0.17% | 126 |
|
|
2017
Q4 | $652K | Buy |
8,645
+76
| +0.9% | +$5.16K | 0.16% | 128 |
|
|
2017
Q3 | $561K | Buy |
8,569
+84
| +1% | +$5.12K | 0.15% | 133 |
|
|
2017
Q2 | $521K | Buy |
8,485
+104
| +1% | +$6.37K | 0.15% | 129 |
|
|
2017
Q1 | $513K | Buy |
8,381
+142
| +2% | +$9.45K | 0.15% | 143 |
|
|
2016
Q4 | $553K | Buy |
+8,239
| New | +$585K | 0.19% | 111 |
|
Other funds holding OXY
Sowell Financial Services's OXY Position: Q2 2026 in Review
Sowell Financial Services increased its Occidental Petroleum (OXY) stake by 1% in Q2 2026, buying an estimated $4.2K and bringing the position to 7,452 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #791.
Sowell Financial Services first reported a position in OXY in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.93M in Q2 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Sowell Financial Services held 7,452 shares of Occidental Petroleum worth $362K as of Q2 2026.
- Sowell Financial Services bought 74 Occidental Petroleum shares in Q2 2026, an estimated $4.2K.
- Occidental Petroleum made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #791 holding.
- Sowell Financial Services first reported a position in Occidental Petroleum in Q4 2016 and has held it in 32 quarters since.
- Sowell Financial Services's Occidental Petroleum position peaked at $1.93M in Q2 2023.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.