Alteri Wealth’s Occidental Petroleum OXY Stock Holding History

Alteri 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	$384K	Buy	7,916 +20	+0.3%	+$1.14K	0.11%	204
2026 Q1	$513K	Sell	7,896 -5,031	-39%	-$253K	0.17%	157
2025 Q4	$532K	Buy	12,927 +19	+0.1%	+$793	0.17%	147
2025 Q3	$610K	Buy	12,908 +51	+0.4%	+$2.3K	0.21%	120
2025 Q2	$540K	Buy	12,857 +22	+0.2%	+$919	0.21%	125
2025 Q1	$634K	Sell	12,835 -35	-0.3%	-$1.71K	0.28%	84
2024 Q4	$636K	Buy	+12,870	New	+$650K	0.18%	84

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Alteri Wealth's OXY Position: Q2 2026 in Review

Alteri Wealth increased its Occidental Petroleum (OXY) stake by 0.25% in Q2 2026, buying an estimated $1.14K and bringing the position to 7,916 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #204.

Alteri Wealth first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q4 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Alteri Wealth held 7,916 shares of Occidental Petroleum worth $384K as of Q2 2026.
Alteri Wealth bought 20 Occidental Petroleum shares in Q2 2026, an estimated $1.14K.
Occidental Petroleum made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #204 holding.
Alteri Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Occidental Petroleum position peaked at $636K in Q4 2024.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.