Cornerstone Wealth Management’s Occidental Petroleum OXY Stock Holding History

Cornerstone Wealth Management’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	$480K	Buy	9,888 +994	+11%	+$56.4K	0.02%	501
2026 Q1	$578K	Buy	8,894 +163	+2%	+$8.2K	0.03%	412
2025 Q4	$359K	Sell	8,731 -42	-0.5%	-$1.75K	0.02%	502
2025 Q3	$415K	Buy	8,773 +892	+11%	+$40.3K	0.02%	462
2025 Q2	$331K	Sell	7,881 -297	-4%	-$12.4K	0.02%	490
2025 Q1	$404K	Buy	8,178 +1,968	+32%	+$96.1K	0.03%	416
2024 Q4	$307K	Buy	6,210 +1,205	+24%	+$60.9K	0.02%	461
2024 Q3	$258K	Buy	+5,005	New	+$286K	0.02%	489
2019 Q2	–	Sell	-2,293	Closed	-$363K	–	466
2019 Q1	$363K	Buy	+2,293	New	+$151K	0.04%	338
2018 Q4	–	Sell	-121,176	Closed	-$1.89M	–	915
2018 Q3	$1.89M	Sell	121,176 -48,247	-28%	-$3.9M	0.02%	515
2018 Q2	$2.05M	Buy	+169,423	New	+$13.5M	0.02%	529

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's OXY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Occidental Petroleum (OXY) stake by 11% in Q2 2026, buying an estimated $56.4K and bringing the position to 9,888 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #501.

Cornerstone Wealth Management first reported a position in OXY in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.05M in Q2 2018. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Cornerstone Wealth Management held 9,888 shares of Occidental Petroleum worth $480K as of Q2 2026.
Cornerstone Wealth Management bought 994 Occidental Petroleum shares in Q2 2026, an estimated $56.4K.
Occidental Petroleum made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #501 holding.
Cornerstone Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and has held it in 11 quarters since.
Cornerstone Wealth Management's Occidental Petroleum position peaked at $2.05M in Q2 2018.
317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.