Atlantic Edge Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

Atlantic Edge Private 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	$18.3K	Hold	377	–	–	﹤0.01%	359
2026 Q1	$24.5K	Buy	377 +152	+68%	+$7.64K	0.01%	296
2025 Q4	$9.25K	Hold	225	–	–	﹤0.01%	386
2025 Q3	$10.6K	Hold	225	–	–	﹤0.01%	364
2025 Q2	$9.45K	Hold	225	–	–	﹤0.01%	366
2025 Q1	$11.1K	Sell	225 -125	-36%	-$6.1K	﹤0.01%	338
2024 Q4	$17.3K	Hold	350	–	–	0.01%	289
2024 Q3	$18K	Hold	350	–	–	0.01%	280
2024 Q2	$22.1K	Hold	350	–	–	0.01%	242
2024 Q1	$22.7K	Hold	350	–	–	0.01%	241
2023 Q4	$20.9K	Buy	+350	New	+$21.4K	0.01%	234

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

Atlantic Edge Private Wealth Management's OXY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 377 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Atlantic Edge Private Wealth Management first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.5K in Q1 2026. 473 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Atlantic Edge Private Wealth Management held 377 shares of Occidental Petroleum worth $18.3K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #359 holding.
Atlantic Edge Private Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Occidental Petroleum position peaked at $24.5K in Q1 2026.
473 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.