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Stephens Inc’s Occidental Petroleum OXY Stock Holding History

Stephens Inc’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
Q1 		$840K Buy
12,922
+401
+3% +$20.2K 0.01% 691
2025
Q4 		$515K Sell
12,521
-6,801
-35% -$284K 0.01% 838
2025
Q3 		$913K Buy
19,322
+867
+5% +$39.2K 0.01% 662
2025
Q2 		$775K Buy
18,455
+6,920
+60% +$289K 0.01% 698
2025
Q1 		$569K Buy
11,535
+698
+6% +$34.1K 0.01% 767
2024
Q4 		$535K Sell
10,837
-4,242
-28% -$214K 0.01% 812
2024
Q3 		$777K Buy
15,079
+10,382
+221% +$592K 0.01% 669
2024
Q2 		$296K Sell
4,697
-20,794
-82% -$1.33M ﹤0.01% 1008
2024
Q1 		$1.66M Sell
25,491
-639
-2% -$38.2K 0.03% 468
2023
Q4 		$1.56M Buy
26,130
+6,645
+34% +$406K 0.03% 452
2023
Q3 		$1.26M Buy
19,485
+1,591
+9% +$100K 0.02% 476
2023
Q2 		$1.05M Buy
17,894
+13,275
+287% +$796K 0.02% 537
2023
Q1 		$288K Sell
4,619
-3,691
-44% -$229K 0.01% 895
2022
Q4 		$523K Sell
8,310
-200
-2% -$13.6K 0.01% 681
2022
Q3 		$523K Buy
8,510
+2,785
+49% +$178K 0.01% 693
2022
Q2 		$337K Buy
+5,725
New +$352K 0.01% 871
2020
Q2 		– Sell
-33,883
Closed -$392K – 1189
2020
Q1 		$392K Sell
33,883
-86,461
-72% -$2.84M 0.01% 708
2019
Q4 		$4.96M Buy
120,344
+349
+0.3% +$14K 0.1% 221
2019
Q3 		$5.34M Buy
119,995
+17,142
+17% +$810K 0.12% 202
2019
Q2 		$5.17M Sell
102,853
-4,819
-4% -$271K 0.12% 200
2019
Q1 		$7.13M Buy
107,672
+10,774
+11% +$710K 0.17% 131
2018
Q4 		$5.95M Buy
96,898
+1,378
+1% +$96.8K 0.17% 135
2018
Q3 		$7.85M Sell
95,520
-3,606
-4% -$291K 0.2% 114
2018
Q2 		$8.29M Sell
99,126
-14,631
-13% -$1.17M 0.25% 91
2018
Q1 		$7.39M Sell
113,757
-6,714
-6% -$470K 0.28% 88
2017
Q4 		$8.87M Buy
120,471
+11,199
+10% +$760K 0.33% 67
2017
Q3 		$7.02M Buy
109,272
+134
+0.1% +$8.16K 0.25% 89
2017
Q2 		$6.53M Buy
109,138
+14,407
+15% +$882K 0.22% 99
2017
Q1 		$6M Buy
94,731
+48,831
+106% +$3.25M 0.22% 101
2016
Q4 		$3.27M Buy
45,900
+36,307
+378% +$2.58M 0.13% 174
2016
Q3 		$700K Sell
9,593
-979
-9% -$73.3K 0.03% 435
2016
Q2 		$799K Sell
10,572
-385
-4% -$28.8K 0.04% 404
2016
Q1 		$750K Buy
10,957
+1,956
+22% +$131K 0.04% 384
2015
Q4 		$608K Sell
9,001
-260
-3% -$18.7K 0.03% 405
2015
Q3 		$612K Sell
9,261
-1,269
-12% -$88.6K 0.03% 403
2015
Q2 		$818K Sell
10,530
-206
-2% -$16.1K 0.04% 396
2015
Q1 		$782K Buy
10,736
+1,724
+19% +$133K 0.04% 410
2014
Q4 		$725K Buy
9,012
+1,362
+18% +$113K 0.03% 422
2014
Q3 		$705K Buy
7,650
+2,288
+43% +$219K 0.03% 408
2014
Q2 		$527K Buy
5,362
+580
+12% +$54.5K 0.03% 492
2014
Q1 		$437K Sell
4,782
-30
-0.6% -$2.68K 0.02% 501
2013
Q4 		$438K Buy
4,812
+112
+2% +$10.2K 0.02% 549
2013
Q3 		$421K Sell
4,700
-891
-16% -$76.6K 0.02% 517
2013
Q2 		$478K Buy
+5,591
New +$472K 0.03% 438

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Stephens Inc's OXY Position: Q1 2026 in Review

Stephens Inc increased its Occidental Petroleum (OXY) stake by 3.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 12,922 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #691.

Stephens Inc first reported a position in OXY in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.87M in Q4 2017. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Stephens Inc held 12,922 shares of Occidental Petroleum worth $840K as of Q1 2026.
  • Stephens Inc bought 401 Occidental Petroleum shares in Q1 2026, an estimated $20.2K.
  • Occidental Petroleum made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #691 holding.
  • Stephens Inc first reported a position in Occidental Petroleum in Q2 2013 and has held it in 44 quarters since.
  • Stephens Inc's Occidental Petroleum position peaked at $8.87M in Q4 2017.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.