BIP Wealth’s Occidental Petroleum OXY Stock Holding History

BIP Wealth’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	$242K	Sell	4,376 -514	-11%	-$29.4K	0.01%	516
2026 Q2	$238K	Buy	4,890 +609	+14%	+$34.6K	0.01%	510
2026 Q1	$278K	Buy	+4,281	New	+$215K	0.01%	383
2025 Q4	–	Sell	-4,583	Closed	-$217K	–	458
2025 Q3	$217K	Buy	+4,583	New	+$207K	0.01%	288
2025 Q2	–	Sell	-4,090	Closed	-$202K	–	290
2025 Q1	$202K	Sell	4,090 -50	-1%	-$2.44K	0.01%	268
2024 Q4	$205K	Buy	+4,140	New	+$209K	0.01%	261

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

BIP Wealth's OXY Position: Q3 2026 in Review

BIP Wealth reduced its Occidental Petroleum (OXY) stake by 11% in Q3 2026, selling an estimated $29.4K and leaving 4,376 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #516.

BIP Wealth first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. The position peaked at $278K in Q1 2026. 319 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

BIP Wealth held 4,376 shares of Occidental Petroleum worth $242K as of Q3 2026.
BIP Wealth sold 514 Occidental Petroleum shares in Q3 2026, an estimated $29.4K.
Occidental Petroleum made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #516 holding.
BIP Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
BIP Wealth's Occidental Petroleum position peaked at $278K in Q1 2026.
319 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.