Activest Wealth Management’s Occidental Petroleum OXY Stock Holding History

Activest Wealth Management’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	$22.8K	Sell	469 -24	-5%	-$1.36K	﹤0.01%	421
2026 Q1	$32.1K	Sell	493 -257	-34%	-$12.9K	0.01%	417
2025 Q4	$30.8K	Buy	750 +305	+69%	+$12.7K	0.01%	407
2025 Q3	$21K	Sell	445 -93	-17%	-$4.2K	﹤0.01%	374
2025 Q2	$22.6K	Buy	538 +53	+11%	+$2.21K	0.01%	304
2025 Q1	$24K	Buy	485 +283	+140%	+$13.8K	0.01%	270
2024 Q4	$9.99K	Buy	+202	New	+$10.2K	﹤0.01%	315
2024 Q3	–	Hold	0	–	–	–	566
2021 Q3	–	Hold	0	–	–	–	357
2021 Q2	–	Sell	-320	Closed	-$8.58K	–	318
2021 Q1	$8K	Buy	+320	New	+$8.01K	0.01%	211

Other funds holding OXY

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAA

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Activest Wealth Management's OXY Position: Q2 2026 in Review

Activest Wealth Management reduced its Occidental Petroleum (OXY) stake by 4.9% in Q2 2026, selling an estimated $1.36K and leaving 469 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Activest Wealth Management first reported a position in OXY in Q1 2021 and has held it in 8 quarters since. The position peaked at $32.1K in Q1 2026. 430 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Activest Wealth Management held 469 shares of Occidental Petroleum worth $22.8K as of Q2 2026.
Activest Wealth Management sold 24 Occidental Petroleum shares in Q2 2026, an estimated $1.36K.
Occidental Petroleum made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #421 holding.
Activest Wealth Management first reported a position in Occidental Petroleum in Q1 2021 and has held it in 8 quarters since.
Activest Wealth Management's Occidental Petroleum position peaked at $32.1K in Q1 2026.
430 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.