Atwood & Palmer’s Occidental Petroleum OXY Stock Holding History

Atwood & Palmer’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	$554	Hold	10	–	–	﹤0.01%	474
2026 Q2	$486	Hold	10	–	–	﹤0.01%	471
2026 Q1	$650	Hold	10	–	–	﹤0.01%	495
2025 Q4	$412	Hold	10	–	–	﹤0.01%	471
2025 Q3	$473	Sell	10 -306	-97%	-$13.8K	﹤0.01%	470
2025 Q2	$13.3K	Buy	316 +306	+3,060%	+$12.8K	﹤0.01%	362
2025 Q1	$494	Hold	10	–	–	﹤0.01%	426
2024 Q4	$495	Sell	10 -4,000	-100%	-$202K	﹤0.01%	451
2024 Q3	$207K	Hold	4,010	–	–	0.01%	148
2024 Q2	$253K	Hold	4,010	–	–	0.02%	133
2024 Q1	$261K	Buy	4,010 +10	+0.3%	+$597	0.02%	129
2023 Q4	$239K	Hold	4,000	–	–	0.02%	137
2023 Q3	$260K	Hold	4,000	–	–	0.02%	126
2023 Q2	$235K	Hold	4,000	–	–	0.02%	138
2023 Q1	$250K	Hold	4,000	–	–	0.02%	125
2022 Q4	$252K	Hold	4,000	–	–	0.02%	136
2022 Q3	$246K	Hold	4,000	–	–	0.02%	132
2022 Q2	$236K	Hold	4,000	–	–	0.02%	131
2022 Q1	$227K	Hold	4,000	–	–	0.02%	136
2021 Q4	$116K	Hold	4,000	–	–	0.01%	177
2021 Q3	$118K	Hold	4,000	–	–	0.01%	177
2021 Q2	$125K	Hold	4,000	–	–	0.01%	170
2021 Q1	$106K	Hold	4,000	–	–	0.01%	176
2020 Q4	$69K	Sell	4,000 -44	-1%	-$603	0.01%	190
2020 Q3	$40K	Hold	4,044	–	–	0.01%	207
2020 Q2	$74K	Hold	4,044	–	–	0.01%	171
2020 Q1	$47K	Buy	4,044 +4,000	+9,091%	+$131K	0.01%	184
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	283
2019 Q3	$2K	Buy	+44	New	+$2.08K	﹤0.01%	291

Other funds holding OXY

AAA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Atwood & Palmer's OXY Position: Q3 2026 in Review

Atwood & Palmer held its Occidental Petroleum (OXY) position steady in Q3 2026 at 10 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Atwood & Palmer first reported a position in OXY in Q3 2019 and has held it in 29 quarters since. The position peaked at $261K in Q1 2024. 46 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Atwood & Palmer held 10 shares of Occidental Petroleum worth $554 as of Q3 2026.
Atwood & Palmer left its Occidental Petroleum share count unchanged in Q3 2026.
Occidental Petroleum made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #474 holding.
Atwood & Palmer first reported a position in Occidental Petroleum in Q3 2019 and has held it in 29 quarters since.
Atwood & Palmer's Occidental Petroleum position peaked at $261K in Q1 2024.
46 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.