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B. Riley Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

B. Riley Wealth Advisors’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 		$239K Sell
4,865
-278
-5% -$15.8K 0.01% 706
2026
Q1 		$341K Sell
5,143
-1,070
-17% -$53.8K 0.02% 544
2025
Q4 		$255K Sell
6,213
-412
-6% -$17.2K 0.01% 768
2025
Q3 		$313K Sell
6,625
-1,350
-17% -$61K 0.01% 714
2025
Q2 		$335K Buy
+7,975
New +$333K 0.02% 663
2024
Q4 		$403K Sell
8,130
-2,189
-21% -$111K 0.01% 766
2024
Q3 		$543K Sell
10,319
-6,566
-39% -$375K 0.02% 716
2024
Q2 		$1.07M Sell
16,885
-3,199
-16% -$205K 0.03% 511
2024
Q1 		$1.31M Buy
20,084
+2,780
+16% +$166K 0.04% 451
2023
Q4 		$1.04M Sell
17,304
-2,780
-14% -$170K 0.03% 514
2023
Q3 		$1.31M Buy
20,084
+56
+0.3% +$3.52K 0.04% 451
2023
Q2 		$1.18M Buy
20,028
+1,031
+5% +$61.9K 0.03% 510
2023
Q1 		$1.19M Buy
18,997
+4,484
+31% +$279K 0.03% 491
2022
Q4 		$916K Sell
14,513
-705
-5% -$48K 0.03% 567
2022
Q3 		$936K Buy
15,218
+8,205
+117% +$525K 0.03% 523
2022
Q2 		$413K Buy
7,013
+230
+3% +$14.1K 0.02% 735
2022
Q1 		$385K Buy
+6,783
New +$300K 0.01% 904
2020
Q3 		– Sell
-10,795
Closed -$198K – 970
2020
Q2 		$198K Sell
10,795
-3,398
-24% -$53.5K 0.01% 775
2020
Q1 		$165K Sell
14,193
-3,706
-21% -$122K 0.01% 698
2019
Q4 		$739K Buy
17,899
+63
+0.4% +$2.52K 0.06% 304
2019
Q3 		$794K Buy
17,836
+2,968
+20% +$140K 0.08% 267
2019
Q2 		$750K Buy
14,868
+1,464
+11% +$82.4K 0.08% 254
2019
Q1 		$889K Buy
13,404
+204
+2% +$13.4K 0.11% 208
2018
Q4 		$812K Buy
13,200
+1,323
+11% +$93K 0.12% 187
2018
Q3 		$977K Sell
11,877
-1,745
-13% -$141K 0.12% 195
2018
Q2 		$1.14M Buy
13,622
+820
+6% +$65.5K 0.15% 161
2018
Q1 		$833K Sell
12,802
-156
-1% -$10.9K 0.12% 194
2017
Q4 		$956K Buy
12,958
+596
+5% +$40.5K 0.13% 185
2017
Q3 		$795K Buy
12,362
+287
+2% +$17.5K 0.13% 172
2017
Q2 		$724K Sell
12,075
-1,099
-8% -$67.3K 0.13% 196
2017
Q1 		$836K Sell
13,174
-1,413
-10% -$94K 0.17% 150
2016
Q4 		$1.04M Buy
14,587
+1,406
+11% +$99.9K 0.21% 123
2016
Q3 		$963K Buy
13,181
+2,253
+21% +$169K 0.19% 141
2016
Q2 		$827K Buy
10,928
+3,631
+50% +$271K 0.17% 158
2016
Q1 		$500K Buy
7,297
+1,316
+22% +$88.2K 0.12% 224
2015
Q4 		$405K Sell
5,981
-2,090
-26% -$150K 0.08% 288
2015
Q3 		$535K Sell
8,071
-1,912
-19% -$133K 0.13% 220
2015
Q2 		$778K Buy
9,983
+2,070
+26% +$162K 0.19% 142
2015
Q1 		$577K Sell
7,913
-356
-4% -$27.5K 0.14% 189
2014
Q4 		$6.3K Buy
+8,269
New +$686K 0.13% 186
2014
Q3 		– Sell
-8,936
Closed -$879K – 1502
2014
Q2 		$879K Buy
+8,936
New +$840K 0.21% 107

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

B. Riley Wealth Advisors's OXY Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 5.4% in Q2 2026, selling an estimated $15.8K and leaving 4,865 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #706.

B. Riley Wealth Advisors first reported a position in OXY in Q2 2014 and has held it in 41 quarters since. The position peaked at $1.31M in Q1 2024. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • B. Riley Wealth Advisors held 4,865 shares of Occidental Petroleum worth $239K as of Q2 2026.
  • B. Riley Wealth Advisors sold 278 Occidental Petroleum shares in Q2 2026, an estimated $15.8K.
  • Occidental Petroleum made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #706 holding.
  • B. Riley Wealth Advisors first reported a position in Occidental Petroleum in Q2 2014 and has held it in 41 quarters since.
  • B. Riley Wealth Advisors's Occidental Petroleum position peaked at $1.31M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.