Certified Advisory Corp’s Occidental Petroleum OXY Stock Holding History

Certified Advisory Corp’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	$881K	Buy	+18,138	New	+$1.03M	0.07%	179
2026 Q1	–	Sell	-15,605	Closed	-$642K	–	329
2025 Q4	$642K	Buy	15,605 +348	+2%	+$14.5K	0.06%	190
2025 Q3	$721K	Sell	15,257 -145	-0.9%	-$6.55K	0.07%	177
2025 Q2	$647K	Buy	15,402 +968	+7%	+$40.5K	0.07%	177
2025 Q1	$712K	Buy	14,434 +4,801	+50%	+$234K	0.08%	164
2024 Q4	$476K	Buy	+9,633	New	+$487K	0.05%	195
2021 Q2	–	Sell	-1,723	Closed	-$46K	–	569
2021 Q1	$46K	Buy	+1,723	New	+$43.1K	0.01%	363
2020 Q2	$146K	Sell	7,977 -263	-3%	-$4.14K	0.05%	199
2020 Q1	$95K	Sell	8,240 -986	-11%	-$32.4K	0.04%	213
2019 Q4	$380K	Sell	9,226 -7,942	-46%	-$318K	0.12%	141
2019 Q3	$763K	Buy	17,168 +3,215	+23%	+$152K	0.27%	85
2019 Q2	$702K	Buy	13,953 +8,380	+150%	+$472K	0.26%	86
2019 Q1	$369K	Buy	5,573 +3,046	+121%	+$201K	0.16%	117
2018 Q4	$155K	Buy	2,527 +2,350	+1,328%	+$165K	0.08%	166
2018 Q3	$15K	Buy	177 +5	+3%	+$404	0.01%	510
2018 Q2	$14K	Buy	172 +1	+0.6%	+$80	0.01%	491
2018 Q1	$11K	Hold	171	–	–	0.01%	497
2017 Q4	$12K	Buy	+171	New	+$11.6K	0.01%	448

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Certified Advisory Corp's OXY Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in Occidental Petroleum (OXY) in Q2 2026: 18,138 shares worth $881K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings. This is a return to the name: Certified Advisory Corp previously reported a position in OXY as recently as Q4 2025.

Certified Advisory Corp first reported a position in OXY in Q4 2017 and has held it in 18 quarters since. 359 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Certified Advisory Corp held 18,138 shares of Occidental Petroleum worth $881K as of Q2 2026.
Occidental Petroleum was a new Certified Advisory Corp position in Q2 2026.
Occidental Petroleum made up 0.07% of Certified Advisory Corp's portfolio in Q2 2026, its #179 holding.
Certified Advisory Corp first reported a position in Occidental Petroleum in Q4 2017 and has held it in 18 quarters since.
359 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.