Acima Private Wealth’s Occidental Petroleum OXY Stock Holding History

Acima Private Wealth’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 Q2	$8.79K	Hold	181	–	–	﹤0.01%	165
2026 Q1	$11.8K	Hold	181	–	–	﹤0.01%	165
2025 Q4	$7.44K	Hold	181	–	–	﹤0.01%	163
2025 Q3	$8.55K	Buy	181 +1	+0.6%	+$45	﹤0.01%	167
2025 Q2	$7.56K	Buy	+180	New	+$7.52K	﹤0.01%	171
2024 Q2	–	Sell	-100	Closed	-$6.5K	–	193
2024 Q1	$6.5K	Hold	100	–	–	﹤0.01%	185
2023 Q4	$5.97K	Hold	100	–	–	﹤0.01%	218
2023 Q3	$6.49K	Hold	100	–	–	﹤0.01%	226
2023 Q2	$5.88K	Hold	100	–	–	﹤0.01%	237
2023 Q1	$6.24K	Hold	100	–	–	﹤0.01%	247
2022 Q4	$6.3K	Hold	100	–	–	﹤0.01%	207
2022 Q3	$6.14K	Hold	100	–	–	﹤0.01%	213
2022 Q2	$5.89K	Hold	100	–	–	﹤0.01%	219
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	223
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	226
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	221
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	220
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	221
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	227
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	221
2020 Q2	$2K	Sell	100 -10	-9%	-$158	﹤0.01%	233
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	261
2019 Q4	$5K	Buy	110 +100	+1,000%	+$4.01K	﹤0.01%	265
2019 Q3	$0	Buy	+10	New	+$473	﹤0.01%	273

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return