Summit Securities Group’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 | $8.16K | Buy |
168
+50
| +42% | +$2.84K | ﹤0.01% | 882 |
|
|
2026
Q1 | $7.67K | Sell |
118
-1,351
| -92% | -$67.9K | ﹤0.01% | 715 |
|
|
2025
Q4 | $60.4K | Buy |
1,469
+229
| +18% | +$9.56K | 0.01% | 573 |
|
|
2025
Q3 | $58.6K | Buy |
1,240
+763
| +160% | +$34.5K | 0.01% | 528 |
|
|
2025
Q2 | $20K | Buy |
+477
| New | +$19.9K | ﹤0.01% | 728 |
|
|
2025
Q1 | – | Sell |
-10,200
| Closed | -$504K | – | 1017 |
|
|
2024
Q4 | $504K | Buy |
+10,200
| New | +$515K | 0.1% | 134 |
|
|
2023
Q3 | – | Sell |
-940
| Closed | -$55K | – | 906 |
|
|
2023
Q2 | $55K | Sell |
940
-485
| -34% | -$29.1K | 0.01% | 391 |
|
|
2023
Q1 | $89K | Sell |
1,425
-7,510
| -84% | -$467K | 0.01% | 319 |
|
|
2022
Q4 | $563K | Sell |
8,935
-12,647
| -59% | -$861K | 0.02% | 224 |
|
|
2022
Q3 | $1.33M | Buy |
21,582
+5,520
| +34% | +$353K | 0.1% | 134 |
|
|
2022
Q2 | $946K | Buy |
16,062
+13,498
| +526% | +$829K | 0.12% | 131 |
|
|
2022
Q1 | $145K | Buy |
+2,564
| New | +$113K | 0.02% | 434 |
|
|
2021
Q1 | – | Sell |
-20,263
| Closed | -$507K | – | 722 |
|
|
2020
Q4 | $351K | Buy |
+20,263
| New | +$278K | 0.03% | 426 |
|
|
2019
Q4 | – | Sell |
-92,735
| Closed | -$3.71M | – | 492 |
|
|
2019
Q3 | $4.12M | Buy |
92,735
+78,035
| +531% | +$3.69M | 0.37% | 44 |
|
|
2019
Q2 | $739K | Buy |
+14,700
| New | +$827K | 0.09% | 162 |
|
|
2019
Q1 | – | Sell |
-4,100
| Closed | -$252K | – | 312 |
|
|
2018
Q4 | $252K | Sell |
4,100
-100
| -2% | -$7.03K | 0.02% | 263 |
|
|
2018
Q3 | $345K | Sell |
4,200
-2,000
| -32% | -$162K | 0.13% | 109 |
|
|
2018
Q2 | $519K | Buy |
+6,200
| New | +$495K | 0.07% | 126 |
|
|
2018
Q1 | – | Sell |
-7,400
| Closed | -$545K | – | 212 |
|
|
2017
Q4 | $545K | Buy |
+7,400
| New | +$502K | 0.06% | 93 |
|
|
2017
Q1 | – | Sell |
-10,400
| Closed | -$741K | – | 369 |
|
|
2016
Q4 | $741K | Buy |
+10,400
| New | +$739K | 0.16% | 119 |
|
|
2015
Q4 | – | Sell |
-301
| Closed | -$21.7K | – | 397 |
|
|
2015
Q3 | $20K | Hold |
301
| – | – | 0.01% | 214 |
|
|
2015
Q2 | $23K | Buy |
+301
| New | +$23.5K | 0.01% | 297 |
|
|
2015
Q1 | – | Sell |
-6,711
| Closed | -$540K | – | 570 |
|
|
2014
Q4 | $540K | Sell |
6,711
-3,622
| -35% | -$301K | 0.16% | 102 |
|
|
2014
Q3 | $952K | Buy |
10,333
+3,131
| +43% | +$300K | 0.28% | 71 |
|
|
2014
Q2 | $708K | Sell |
7,202
-731
| -9% | -$68.7K | 0.24% | 68 |
|
|
2014
Q1 | $724K | Sell |
7,933
-3,862
| -33% | -$345K | 0.43% | 35 |
|
|
2013
Q4 | $1.07M | Buy |
11,795
+1,357
| +13% | +$124K | 0.19% | 67 |
|
|
2013
Q3 | $935K | Buy |
10,438
+7,620
| +270% | +$655K | 0.32% | 43 |
|
|
2013
Q2 | $241K | Buy |
+2,818
| New | +$238K | 0.12% | 94 |
|
Other funds holding OXY
Summit Securities Group's OXY Position: Q2 2026 in Review
Summit Securities Group increased its Occidental Petroleum (OXY) stake by 42% in Q2 2026, buying an estimated $2.84K and bringing the position to 168 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #882.
Summit Securities Group first reported a position in OXY in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.12M in Q3 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Summit Securities Group held 168 shares of Occidental Petroleum worth $8.16K as of Q2 2026.
- Summit Securities Group bought 50 Occidental Petroleum shares in Q2 2026, an estimated $2.84K.
- Occidental Petroleum made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #882 holding.
- Summit Securities Group first reported a position in Occidental Petroleum in Q2 2013 and has held it in 29 quarters since.
- Summit Securities Group's Occidental Petroleum position peaked at $4.12M in Q3 2019.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.