Diversify Advisory Services’s Occidental Petroleum OXY Stock Holding History

Diversify Advisory Services’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	$1.12M	Sell	18,409 -4,052	-18%	-$232K	0.02%	626
2026 Q2	$1.23M	Buy	22,461 +17,310	+336%	+$983K	0.02%	558
2026 Q1	$313K	Sell	5,151 -11,169	-68%	-$562K	0.05%	166
2025 Q4	$697K	Sell	16,320 -304	-2%	-$12.7K	0.02%	495
2025 Q3	$680K	Sell	16,624 -1,547	-9%	-$69.9K	0.02%	471
2025 Q2	$802K	Buy	18,171 +2,574	+17%	+$108K	0.03%	385
2025 Q1	$629K	Sell	15,597 -656	-4%	-$32K	0.04%	305
2024 Q4	$834K	Sell	16,253 -4,071	-20%	-$206K	0.05%	256
2024 Q3	$1.06M	Sell	20,324 -1,313	-6%	-$74.9K	0.06%	247
2024 Q2	$1.32M	Sell	21,637 -186,495	-90%	-$12M	0.07%	198
2024 Q1	$13.8M	Buy	+208,132	New	+$12.4M	0.81%	28

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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Diversify Advisory Services's OXY Position: Q3 2026 in Review

Diversify Advisory Services reduced its Occidental Petroleum (OXY) stake by 18% in Q3 2026, selling an estimated $232K and leaving 18,409 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #626.

Diversify Advisory Services first reported a position in OXY in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.8M in Q1 2024. 247 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Diversify Advisory Services held 18,409 shares of Occidental Petroleum worth $1.12M as of Q3 2026.
Diversify Advisory Services sold 4,052 Occidental Petroleum shares in Q3 2026, an estimated $232K.
Occidental Petroleum made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #626 holding.
Diversify Advisory Services first reported a position in Occidental Petroleum in Q1 2024 and has held it in 11 quarters since.
Diversify Advisory Services's Occidental Petroleum position peaked at $13.8M in Q1 2024.
247 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.