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CX Institutional’s Occidental Petroleum OXY Stock Holding History

CX Institutional’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 		$547K Sell
11,267
-503
-4% -$28.6K 0.02% 453
2026
Q1 		$765K Buy
11,770
+357
+3% +$18K 0.02% 378
2025
Q4 		$469K Buy
11,413
+693
+6% +$28.9K 0.01% 438
2025
Q3 		$507K Buy
10,720
+1,928
+22% +$87.1K 0.02% 433
2025
Q2 		$369K Buy
8,792
+1,923
+28% +$80.4K 0.01% 448
2025
Q1 		$339K Buy
6,869
+2,534
+58% +$124K 0.01% 453
2024
Q4 		$214K Buy
4,335
+866
+25% +$43.7K 0.01% 504
2024
Q3 		$179K Sell
3,469
-1,188
-26% -$67.8K 0.01% 546
2024
Q2 		$294K Sell
4,657
-2,937
-39% -$188K 0.01% 464
2024
Q1 		$494K Buy
7,594
+820
+12% +$49K 0.02% 367
2023
Q4 		$404K Sell
6,774
-1,017
-13% -$62.1K 0.02% 352
2023
Q3 		$506K Buy
7,791
+506
+7% +$31.8K 0.03% 325
2023
Q2 		$428K Sell
7,285
-1,348
-16% -$80.9K 0.02% 364
2023
Q1 		$560K Buy
8,633
+1,259
+17% +$78.2K 0.03% 339
2022
Q4 		$465K Buy
7,374
+99
+1% +$6.74K 0.03% 375
2022
Q3 		$447K Sell
7,275
-2
-0% -$128 0.03% 348
2022
Q2 		$404K Buy
7,277
+1,415
+24% +$86.9K 0.03% 358
2022
Q1 		$333K Buy
+5,862
New +$259K 0.03% 302
2021
Q4 		– Sell
-5,723
Closed -$169K – 747
2021
Q3 		$169K Sell
5,723
-654
-10% -$17.5K 0.01% 372
2021
Q2 		$199K Buy
6,377
+3,722
+140% +$99.8K 0.02% 335
2021
Q1 		$68K Buy
2,655
+417
+19% +$10.4K 0.01% 429
2020
Q4 		$39K Buy
2,238
+1,084
+94% +$14.9K ﹤0.01% 486
2020
Q3 		$12K Sell
1,154
-381
-25% -$5.37K ﹤0.01% 642
2020
Q2 		$28K Sell
1,535
-9,318
-86% -$147K ﹤0.01% 397
2020
Q1 		$126K Buy
10,853
+291
+3% +$9.56K 0.02% 249
2019
Q4 		$435K Buy
10,562
+312
+3% +$12.5K 0.08% 158
2019
Q3 		$456K Sell
10,250
-250
-2% -$11.8K 0.07% 169
2019
Q2 		$528K Sell
10,500
-5
-0% -$281 0.08% 160
2019
Q1 		$695K Buy
10,505
+183
+2% +$12.1K 0.12% 147
2018
Q4 		$634K Buy
10,322
+10,250
+14,236% +$720K 0.13% 119
2018
Q3 		$6K Hold
72
– – ﹤0.01% 288
2018
Q2 		$6K Buy
+72
New +$5.75K ﹤0.01% 257

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's OXY Position: Q2 2026 in Review

CX Institutional reduced its Occidental Petroleum (OXY) stake by 4.3% in Q2 2026, selling an estimated $28.6K and leaving 11,267 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #453.

CX Institutional first reported a position in OXY in Q2 2018 and has held it in 32 quarters since. The position peaked at $765K in Q1 2026. 230 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • CX Institutional held 11,267 shares of Occidental Petroleum worth $547K as of Q2 2026.
  • CX Institutional sold 503 Occidental Petroleum shares in Q2 2026, an estimated $28.6K.
  • Occidental Petroleum made up 0.02% of CX Institutional's portfolio in Q2 2026, its #453 holding.
  • CX Institutional first reported a position in Occidental Petroleum in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's Occidental Petroleum position peaked at $765K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.