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Curated Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Curated Wealth Partners’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 		$339K Buy
64,406
+61,053
+1,821% +$3.47M 0.04% 390
2026
Q1 		$218K Buy
+3,353
New +$169K 0.03% 203

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Curated Wealth Partners's OXY Position: Q2 2026 in Review

Curated Wealth Partners increased its Occidental Petroleum (OXY) stake by 1,821% in Q2 2026, buying an estimated $3.47M and bringing the position to 64,406 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #390.

Curated Wealth Partners first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Curated Wealth Partners held 64,406 shares of Occidental Petroleum worth $339K as of Q2 2026.
  • Curated Wealth Partners bought 61,053 Occidental Petroleum shares in Q2 2026, an estimated $3.47M.
  • Occidental Petroleum made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #390 holding.
  • Curated Wealth Partners first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.