Clean Yield Group’s Occidental Petroleum OXY Stock Holding History

Clean Yield Group’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	$11.1K	Hold	200	–	–	﹤0.01%	313
2026 Q2	$9.7K	Hold	200	–	–	﹤0.01%	316
2026 Q1	$13K	Hold	200	–	–	﹤0.01%	290
2025 Q4	$8.22K	Hold	200	–	–	﹤0.01%	330
2025 Q3	$9.45K	Hold	200	–	–	﹤0.01%	319
2025 Q2	$8.4K	Hold	200	–	–	﹤0.01%	309
2025 Q1	$9.9K	Hold	200	–	–	﹤0.01%	312
2024 Q4	$9.9K	Hold	200	–	–	﹤0.01%	330
2024 Q3	$10.3K	Hold	200	–	–	﹤0.01%	328
2024 Q2	$12.6K	Hold	200	–	–	﹤0.01%	302
2024 Q1	$13K	Hold	200	–	–	0.01%	311
2023 Q4	$11.9K	Hold	200	–	–	0.01%	307
2023 Q3	$12.7K	Hold	200	–	–	0.01%	313
2023 Q2	$11.8K	Hold	200	–	–	﹤0.01%	323
2023 Q1	$12.5K	Hold	200	–	–	0.01%	319
2022 Q4	$12.6K	Hold	200	–	–	0.01%	325
2022 Q3	$12K	Hold	200	–	–	0.01%	316
2022 Q2	$12K	Buy	+200	New	+$12.3K	0.01%	327
2020 Q1	–	Sell	-498	Closed	-$21K	–	405
2019 Q4	$21K	Sell	498 -146	-23%	-$5.85K	0.01%	278
2019 Q3	$29K	Buy	+644	New	+$30.4K	0.01%	247

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

Clean Yield Group's OXY Position: Q3 2026 in Review

Clean Yield Group held its Occidental Petroleum (OXY) position steady in Q3 2026 at 200 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Clean Yield Group first reported a position in OXY in Q3 2019 and has held it in 20 quarters since. The position peaked at $29K in Q3 2019. 477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Clean Yield Group held 200 shares of Occidental Petroleum worth $11.1K as of Q3 2026.
Clean Yield Group left its Occidental Petroleum share count unchanged in Q3 2026.
Occidental Petroleum made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #313 holding.
Clean Yield Group first reported a position in Occidental Petroleum in Q3 2019 and has held it in 20 quarters since.
Clean Yield Group's Occidental Petroleum position peaked at $29K in Q3 2019.
477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.