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Birchbrook’s Occidental Petroleum OXY Stock Holding History

Birchbrook’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 		$12.5K Hold
258
– – 0.01% 193
2026
Q1 		$16.8K Hold
258
– – 0.01% 172
2025
Q4 		$10.6K Hold
258
– – 0.01% 200
2025
Q3 		$12.2K Hold
258
– – 0.01% 184
2025
Q2 		$10.8K Hold
258
– – 0.01% 189
2025
Q1 		$12.7K Hold
258
– – 0.01% 178
2024
Q4 		$12.7K Hold
258
– – 0.01% 191
2024
Q3 		$13.3K Hold
258
– – 0.01% 172
2024
Q2 		$16.3K Hold
258
– – 0.01% 170
2024
Q1 		$16.8K Hold
258
– – 0.01% 173
2023
Q4 		$15.4K Buy
+258
New +$15.7K 0.01% 179

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

Birchbrook's OXY Position: Q2 2026 in Review

Birchbrook held its Occidental Petroleum (OXY) position steady in Q2 2026 at 258 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #193.

Birchbrook first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q1 2026. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Birchbrook held 258 shares of Occidental Petroleum worth $12.5K as of Q2 2026.
  • Birchbrook left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.01% of Birchbrook's portfolio in Q2 2026, its #193 holding.
  • Birchbrook first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Occidental Petroleum position peaked at $16.8K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.