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BOLTON SECURITIES CORPORATION’s Occidental Petroleum OXY Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$134K Sell
2,429
-910
-27% -$52K 0.01% 1031
2026
Q2 		$162K Buy
3,339
+2,402
+256% +$136K 0.01% 957
2026
Q1 		$60.9K Buy
+937
New +$47.1K ﹤0.01% 1176
2025
Q3 		$84K Buy
+1,777
New +$80.3K ﹤0.01% 1027
2025
Q1 		$117K Buy
+2,377
New +$116K 0.01% 817

Other funds holding OXY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OXY Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Occidental Petroleum (OXY) stake by 27% in Q3 2026, selling an estimated $52K and leaving 2,429 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #1031.

BOLTON SECURITIES CORPORATION first reported a position in OXY in Q1 2025 and has held it in 5 quarters since. The position peaked at $162K in Q2 2026. 907 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,429 shares of Occidental Petroleum worth $134K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 910 Occidental Petroleum shares in Q3 2026, an estimated $52K.
  • Occidental Petroleum made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1031 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Occidental Petroleum in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Occidental Petroleum position peaked at $162K in Q2 2026.
  • 907 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.