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Ares Financial Consulting’s Occidental Petroleum OXY Stock Holding History

Ares Financial Consulting’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 		$11.9K Buy
246
+70
+40% +$3.98K 0.01% 536
2026
Q1 		$11K Hold
176
– – 0.01% 526
2025
Q4 		$7.24K Buy
+176
New +$7.34K 0.01% 408

Other funds holding OXY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's OXY Position: Q2 2026 in Review

Ares Financial Consulting increased its Occidental Petroleum (OXY) stake by 40% in Q2 2026, buying an estimated $3.98K and bringing the position to 246 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #536.

Ares Financial Consulting first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Ares Financial Consulting held 246 shares of Occidental Petroleum worth $11.9K as of Q2 2026.
  • Ares Financial Consulting bought 70 Occidental Petroleum shares in Q2 2026, an estimated $3.98K.
  • Occidental Petroleum made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #536 holding.
  • Ares Financial Consulting first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.