Steward Partners Investment Advisory’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 | $1.54M | Sell |
31,654
-17,377
| -35% | -$987K | 0.01% | 1054 |
|
|
2026
Q1 | $3.19M | Buy |
49,031
+1,827
| +4% | +$91.9K | 0.02% | 683 |
|
|
2025
Q4 | $1.94M | Sell |
47,204
-21,082
| -31% | -$880K | 0.01% | 792 |
|
|
2025
Q3 | $3.23M | Sell |
68,286
-328
| -0.5% | -$14.8K | 0.02% | 608 |
|
|
2025
Q2 | $2.88M | Sell |
68,614
-8,297
| -11% | -$347K | 0.02% | 584 |
|
|
2025
Q1 | $3.8M | Sell |
76,911
-7,205
| -9% | -$352K | 0.03% | 471 |
|
|
2024
Q4 | $4.16M | Sell |
84,116
-12,469
| -13% | -$630K | 0.04% | 422 |
|
|
2024
Q3 | $4.98M | Buy |
96,585
+12,711
| +15% | +$725K | 0.05% | 360 |
|
|
2024
Q2 | $5.29M | Sell |
83,874
-262
| -0.3% | -$16.8K | 0.06% | 323 |
|
|
2024
Q1 | $5.47M | Sell |
84,136
-139,421
| -62% | -$8.33M | 0.06% | 319 |
|
|
2023
Q4 | $13.3M | Buy |
223,557
+7,879
| +4% | +$481K | 0.18% | 126 |
|
|
2023
Q3 | $14M | Buy |
215,678
+6,488
| +3% | +$408K | 0.22% | 105 |
|
|
2023
Q2 | $12.3M | Buy |
209,190
+15,121
| +8% | +$907K | 0.18% | 120 |
|
|
2023
Q1 | $12.1M | Sell |
194,069
-41,597
| -18% | -$2.58M | 0.19% | 117 |
|
|
2022
Q4 | $14.8M | Buy |
235,666
+1,766
| +0.8% | +$120K | 0.25% | 95 |
|
|
2022
Q3 | $14.4M | Buy |
233,900
+51,891
| +29% | +$3.32M | 0.27% | 84 |
|
|
2022
Q2 | $10.7M | Buy |
182,009
+10,657
| +6% | +$655K | 0.2% | 125 |
|
|
2022
Q1 | $9.72M | Buy |
171,352
+68,282
| +66% | +$3.02M | 0.15% | 160 |
|
|
2021
Q4 | $2.99M | Sell |
103,070
-4,745
| -4% | -$149K | 0.05% | 378 |
|
|
2021
Q3 | $3.19M | Sell |
107,815
-10,305
| -9% | -$275K | 0.05% | 337 |
|
|
2021
Q2 | $3.69M | Buy |
118,120
+3,975
| +3% | +$107K | 0.06% | 307 |
|
|
2021
Q1 | $3.04M | Buy |
114,145
+22,198
| +24% | +$555K | 0.05% | 338 |
|
|
2020
Q4 | $1.59M | Sell |
91,947
-3,347
| -4% | -$45.9K | 0.03% | 417 |
|
|
2020
Q3 | $954K | Sell |
95,294
-5,604
| -6% | -$79K | 0.02% | 493 |
|
|
2020
Q2 | $1.85M | Buy |
100,898
+30,141
| +43% | +$475K | 0.05% | 320 |
|
|
2020
Q1 | $819K | Sell |
70,757
-9,298
| -12% | -$305K | 0.03% | 433 |
|
|
2019
Q4 | $3.3M | Sell |
80,055
-61,325
| -43% | -$2.46M | 0.1% | 216 |
|
|
2019
Q3 | $6.29M | Sell |
141,380
-20,102
| -12% | -$950K | 0.21% | 115 |
|
|
2019
Q2 | $8.12M | Buy |
161,482
+121,126
| +300% | +$6.82M | 0.3% | 81 |
|
|
2019
Q1 | $2.67M | Buy |
40,356
+2,280
| +6% | +$150K | 0.11% | 188 |
|
|
2018
Q4 | $2.34M | Buy |
38,076
+1,417
| +4% | +$99.6K | 0.11% | 198 |
|
|
2018
Q3 | $3.01M | Buy |
36,659
+1,086
| +3% | +$87.8K | 0.14% | 161 |
|
|
2018
Q2 | $2.98M | Buy |
35,573
+1,495
| +4% | +$119K | 0.18% | 134 |
|
|
2018
Q1 | $2.21M | Buy |
34,078
+3,336
| +11% | +$233K | 0.15% | 155 |
|
|
2017
Q4 | $2.26M | Buy |
30,742
+8,533
| +38% | +$579K | 0.17% | 136 |
|
|
2017
Q3 | $1.43M | Buy |
22,209
+7,390
| +50% | +$450K | 0.15% | 146 |
|
|
2017
Q2 | $887K | Sell |
14,819
-2,549
| -15% | -$156K | 0.1% | 195 |
|
|
2017
Q1 | $1.1M | Buy |
17,368
+6,749
| +64% | +$449K | 0.17% | 122 |
|
|
2016
Q4 | $756K | Buy |
+10,619
| New | +$754K | 0.35% | 65 |
|
Other funds holding OXY
Steward Partners Investment Advisory's OXY Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Occidental Petroleum (OXY) stake by 35% in Q2 2026, selling an estimated $987K and leaving 31,654 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #1054.
Steward Partners Investment Advisory first reported a position in OXY in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.8M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Steward Partners Investment Advisory held 31,654 shares of Occidental Petroleum worth $1.54M as of Q2 2026.
- Steward Partners Investment Advisory sold 17,377 Occidental Petroleum shares in Q2 2026, an estimated $987K.
- Occidental Petroleum made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1054 holding.
- Steward Partners Investment Advisory first reported a position in Occidental Petroleum in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Occidental Petroleum position peaked at $14.8M in Q4 2022.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.