Transamerica Financial Advisors’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 | $195K | Sell |
4,008
-348
| -8% | -$19.8K | 0.02% | 429 |
|
|
2026
Q1 | $283K | Buy |
4,356
+29
| +0.7% | +$1.46K | 0.02% | 351 |
|
|
2025
Q4 | $178K | Sell |
4,327
-74
| -2% | -$3.09K | 0.01% | 384 |
|
|
2025
Q3 | $208K | Buy |
4,401
+1,320
| +43% | +$59.6K | 0.02% | 320 |
|
|
2025
Q2 | $129K | Buy |
3,081
+18
| +0.6% | +$752 | 0.01% | 257 |
|
|
2025
Q1 | $152K | Buy |
3,063
+942
| +44% | +$46K | 0.02% | 239 |
|
|
2024
Q4 | $105K | Buy |
2,121
+1,159
| +120% | +$58.5K | 0.01% | 264 |
|
|
2024
Q3 | $50K | Buy |
+962
| New | +$54.9K | ﹤0.01% | 316 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 666 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 589 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$61 | ﹤0.01% | 569 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 393 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$32 | ﹤0.01% | 453 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$1K | – | 397 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$844 | ﹤0.01% | 505 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 351 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 462 |
|
|
2018
Q2 | $1K | Sell |
5
-37
| -88% | -$2.96K | ﹤0.01% | 441 |
|
|
2018
Q1 | $3K | Sell |
42
-21
| -33% | -$1.47K | ﹤0.01% | 309 |
|
|
2017
Q4 | $5K | Sell |
63
-76
| -55% | -$5.16K | ﹤0.01% | 285 |
|
|
2017
Q3 | $9K | Sell |
139
-8
| -5% | -$487 | ﹤0.01% | 273 |
|
|
2017
Q2 | $9K | Sell |
147
-41,639
| -100% | -$2.55M | ﹤0.01% | 255 |
|
|
2017
Q1 | $2.65M | Sell |
41,786
-12
| -0% | -$798 | 0.32% | 91 |
|
|
2016
Q4 | $2.98M | Buy |
41,798
+498
| +1% | +$35.4K | 0.35% | 84 |
|
|
2016
Q3 | $3.01M | Buy |
41,300
+3,625
| +10% | +$271K | 0.33% | 89 |
|
|
2016
Q2 | $2.85M | Buy |
37,675
+31,802
| +541% | +$2.38M | 0.29% | 88 |
|
|
2016
Q1 | $402K | Buy |
5,873
+309
| +6% | +$20.7K | 0.03% | 236 |
|
|
2015
Q4 | $376K | Buy |
5,564
+437
| +9% | +$31.4K | 0.03% | 264 |
|
|
2015
Q3 | $339K | Buy |
5,127
+112
| +2% | +$7.82K | 0.03% | 253 |
|
|
2015
Q2 | $390K | Buy |
5,015
+192
| +4% | +$15K | 0.03% | 257 |
|
|
2015
Q1 | $352K | Buy |
4,823
+496
| +11% | +$38.4K | 0.02% | 270 |
|
|
2014
Q4 | $349K | Buy |
4,327
+179
| +4% | +$14.9K | 0.03% | 235 |
|
|
2014
Q3 | $383K | Sell |
4,148
-99
| -2% | -$9.5K | 0.03% | 190 |
|
|
2014
Q2 | $418K | Buy |
4,247
+1,984
| +88% | +$186K | 0.04% | 194 |
|
|
2014
Q1 | $207K | Buy |
2,263
+88
| +4% | +$7.86K | 0.02% | 258 |
|
|
2013
Q4 | $199K | Buy |
2,175
+23
| +1% | +$2.1K | 0.02% | 246 |
|
|
2013
Q3 | $193K | Buy |
2,152
+639
| +42% | +$54.9K | 0.03% | 245 |
|
|
2013
Q2 | $130K | Buy |
+1,513
| New | +$128K | 0.02% | 225 |
|
Other funds holding OXY
Transamerica Financial Advisors's OXY Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Occidental Petroleum (OXY) stake by 8% in Q2 2026, selling an estimated $19.8K and leaving 4,008 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #429.
Transamerica Financial Advisors first reported a position in OXY in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.01M in Q3 2016. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Transamerica Financial Advisors held 4,008 shares of Occidental Petroleum worth $195K as of Q2 2026.
- Transamerica Financial Advisors sold 348 Occidental Petroleum shares in Q2 2026, an estimated $19.8K.
- Occidental Petroleum made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #429 holding.
- Transamerica Financial Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 40 quarters since.
- Transamerica Financial Advisors's Occidental Petroleum position peaked at $3.01M in Q3 2016.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.