Cove Private Wealth’s Occidental Petroleum OXY Stock Holding History

Cove Private Wealth’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	$657K	Buy	13,535 +919	+7%	+$52.2K	0.13%	123
2026 Q1	$820K	Buy	12,616 +285	+2%	+$14.3K	0.19%	93
2025 Q4	$507K	Buy	12,331 +2,400	+24%	+$100K	0.15%	109
2025 Q3	$469K	Hold	9,931	–	–	0.15%	108
2025 Q2	$417K	Buy	9,931 +5,200	+110%	+$217K	0.15%	111
2025 Q1	$234K	Buy	+4,731	New	+$231K	0.12%	115

Other funds holding OXY

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Cove Private Wealth's OXY Position: Q2 2026 in Review

Cove Private Wealth increased its Occidental Petroleum (OXY) stake by 7.3% in Q2 2026, buying an estimated $52.2K and bringing the position to 13,535 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #123.

Cove Private Wealth first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $820K in Q1 2026. 470 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Cove Private Wealth held 13,535 shares of Occidental Petroleum worth $657K as of Q2 2026.
Cove Private Wealth bought 919 Occidental Petroleum shares in Q2 2026, an estimated $52.2K.
Occidental Petroleum made up 0.13% of Cove Private Wealth's portfolio in Q2 2026, its #123 holding.
Cove Private Wealth first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
Cove Private Wealth's Occidental Petroleum position peaked at $820K in Q1 2026.
470 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.