Back to OXY
Concurrent Investment Advisors, LLC → OXY
Concurrent Investment Advisors, LLC OXY Position History
Occidental Petroleum Corporation • Energy
Quarters held
13
Latest value
$760K
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $351K |
| Q3 2025 | $236K |
| Q4 2025 | $416K |
| Q4 2025 | $52K |
| Q1 2026 | $135K |
| Q1 2026 | $2.3M |
| Q1 2026 | $773K |
| Q1 2026 | $20K |
| Q2 2026 | $97K |
| Q2 2026 | $1.9M |
| Q2 2026 | $542K |
| Q3 2026 | $52K |
| Q3 2026 | $760K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $760K | 13.7K | — | — |
| Q3 2026 | $52K | 948 | — | — |
| Q2 2026 | $542K | 11.2K | — | — |
| Q2 2026 | $1.9M | 39.3K | — | — |
| Q2 2026 | $97K | 2.0K | — | — |
| Q1 2026 | $20K | 300 | — | — |
| Q1 2026 | $773K | 11.9K | — | — |
| Q1 2026 | $2.3M | 35.0K | — | — |
| Q1 2026 | $135K | 2.1K | — | — |
| Q4 2025 | $52K | 1.3K | — | — |
| Q4 2025 | $416K | 10.1K | — | — |
| Q3 2025 | $236K | 5.0K | — | — |
| Q3 2025 | $351K | 7.4K | — | — |
Other funds holding OXY
$17.2B
$16.1B
$16.1B
$14.6B
$14.5B
$14.5B
$13.2B
$13.2B