Aspect Partners’s Occidental Petroleum OXY Stock Holding History

Aspect Partners’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 Q3	$6.97K	Hold	126	–	–	﹤0.01%	327
2026 Q2	$6.12K	Hold	126	–	–	﹤0.01%	383
2026 Q1	$8.19K	Sell	126 -261	-67%	-$13.1K	﹤0.01%	295
2025 Q4	$15.9K	Buy	387 +27	+8%	+$1.13K	0.01%	217
2025 Q3	$17K	Buy	360 +33	+10%	+$1.49K	0.01%	244
2025 Q2	$13.7K	Buy	327 +215	+192%	+$8.99K	0.01%	252
2025 Q1	$5.53K	Hold	112	–	–	﹤0.01%	325
2024 Q4	$5.53K	Hold	112	–	–	﹤0.01%	348
2024 Q3	$5.77K	Sell	112 -8	-7%	-$456	﹤0.01%	345
2024 Q2	$7.56K	Hold	120	–	–	﹤0.01%	298
2024 Q1	$7.8K	Hold	120	–	–	0.01%	297
2023 Q4	$7.16K	Buy	+120	New	+$7.32K	﹤0.01%	292

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Aspect Partners's OXY Position: Q3 2026 in Review

Aspect Partners held its Occidental Petroleum (OXY) position steady in Q3 2026 at 126 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Aspect Partners first reported a position in OXY in Q4 2023 and has held it in 12 quarters since. The position peaked at $17K in Q3 2025. 319 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Aspect Partners held 126 shares of Occidental Petroleum worth $6.97K as of Q3 2026.
Aspect Partners left its Occidental Petroleum share count unchanged in Q3 2026.
Occidental Petroleum made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #327 holding.
Aspect Partners first reported a position in Occidental Petroleum in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Occidental Petroleum position peaked at $17K in Q3 2025.
319 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.