OCCIDENTAL PETROLEUM CORP · CUSIP 674599105 · CIK 1575239
As of 2026-06-30, Perigon Wealth Management, LLC reported 805.58K OXY (shares), valued at $39.13M, or 0.62% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 0.20%; reported value decreased 25.13%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.62% | 805,578 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 0.95% | 803,983 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 0.59% | 804,327 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 0.78% | 808,657 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.79% | 809,289 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 1.03% | 811,013 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 1.04% | 811,440 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.12% | 807,754 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.49% | 815,115 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.61% | 815,017 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 1.60% | 819,690 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.60% | 819,690 | $48.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 1.61% | 815,017 | $52.97M | Shares decreased 0.57%; reported value increased 8.22%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 1.49% | 815,115 | $51.38M | Shares increased 0.01%; reported value decreased 3.00%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.12% | 807,754 | $41.63M | Shares decreased 0.90%; reported value decreased 18.97%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.04% | 811,440 | $42.44M | Shares increased 0.46%; reported value increased 1.94%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.03% | 811,013 | $40.03M | Shares decreased 0.05%; reported value decreased 5.67%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.79% | 809,289 | $34.00M | Shares decreased 0.21%; reported value decreased 15.07%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.78% | 808,657 | $38.21M | Shares decreased 0.08%; reported value increased 12.39%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 0.59% | 804,327 | $33.07M | Shares decreased 0.54%; reported value decreased 13.44%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 0.95% | 803,983 | $52.26M | Shares decreased 0.04%; reported value increased 58.01%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 0.62% | 805,578 | $39.13M | Shares increased 0.20%; reported value decreased 25.13%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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