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 Q3	$14.3K	Hold	258	–	–	0.01%	184
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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Birchbrook's OXY Position: Q3 2026 in Review

Birchbrook held its Occidental Petroleum (OXY) position steady in Q3 2026 at 258 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #184.

Birchbrook first reported a position in OXY in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.8K in Q1 2026. 477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Birchbrook held 258 shares of Occidental Petroleum worth $14.3K as of Q3 2026.
Birchbrook left its Occidental Petroleum share count unchanged in Q3 2026.
Occidental Petroleum made up 0.01% of Birchbrook's portfolio in Q3 2026, its #184 holding.
Birchbrook first reported a position in Occidental Petroleum in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Occidental Petroleum position peaked at $16.8K in Q1 2026.
477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.