Apella Capital’s Occidental Petroleum OXY Stock Holding History

Apella Capital’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	$368K	Sell	7,124 -286	-4%	-$16.2K	0.01%	543
2026 Q1	$399K	Buy	7,410 +391	+6%	+$19.7K	0.01%	498
2025 Q4	$289K	Buy	7,019 +233	+3%	+$9.72K	0.01%	449
2025 Q3	$279K	Buy	6,786 +677	+11%	+$30.6K	0.01%	405
2025 Q2	$265K	Buy	6,109 +520	+9%	+$21.7K	0.01%	372
2025 Q1	$225K	Buy	5,589 +62	+1%	+$3.03K	0.01%	361
2024 Q4	$273K	Buy	+5,527	New	+$279K	0.01%	296
2024 Q3	–	Sell	-3,602	Closed	-$220K	–	325
2024 Q2	$220K	Buy	3,602 +211	+6%	+$13.5K	0.01%	290
2024 Q1	$232K	Buy	+3,391	New	+$203K	0.01%	269
2023 Q4	–	Sell	-3,366	Closed	-$218K	–	293
2023 Q3	$218K	Buy	+3,366	New	+$212K	0.02%	244
2022 Q4	$215K	Buy	+3,420	New	+$233K	0.02%	218

Other funds holding OXY

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

WCM

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

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

CNB

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

AMAL

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

Apella Capital's OXY Position: Q2 2026 in Review

Apella Capital reduced its Occidental Petroleum (OXY) stake by 3.9% in Q2 2026, selling an estimated $16.2K and leaving 7,124 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #543.

Apella Capital first reported a position in OXY in Q4 2022 and has held it in 11 quarters since. The position peaked at $399K in Q1 2026. 170 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Apella Capital held 7,124 shares of Occidental Petroleum worth $368K as of Q2 2026.
Apella Capital sold 286 Occidental Petroleum shares in Q2 2026, an estimated $16.2K.
Occidental Petroleum made up 0.01% of Apella Capital's portfolio in Q2 2026, its #543 holding.
Apella Capital first reported a position in Occidental Petroleum in Q4 2022 and has held it in 11 quarters since.
Apella Capital's Occidental Petroleum position peaked at $399K in Q1 2026.
170 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.