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Baker Tilly Wealth Management’s Occidental Petroleum OXY Stock Holding History

Baker Tilly 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
2022
Q1 		– Sell
-4,000
Closed -$164K – 552
2021
Q4 		$164K Buy
+4,000
New +$126K 0.02% 516

Other funds holding OXY

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Baker Tilly Wealth Management's OXY Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,515 shares — an estimated $228K sold.

Baker Tilly Wealth Management first reported a position in OXY in Q4 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,515 Occidental Petroleum shares in Q2 2026, an estimated $228K.
  • Baker Tilly Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Occidental Petroleum position peaked at $1.27M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.