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Dynamic Advisor Solutions’s Occidental Petroleum OXY Stock Holding History

Dynamic Advisor Solutions’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 		$333K Sell
6,864
-537
-7% -$30.5K 0.01% 819
2026
Q1 		$481K Buy
7,401
+131
+2% +$6.59K 0.02% 658
2025
Q4 		$299K Sell
7,270
-677
-9% -$28.3K 0.01% 787
2025
Q3 		$375K Sell
7,947
-5,486
-41% -$248K 0.01% 706
2025
Q2 		$564K Sell
13,433
-546
-4% -$22.8K 0.02% 575
2025
Q1 		$690K Buy
13,979
+152
+1% +$7.42K 0.02% 505
2024
Q4 		$683K Sell
13,827
-474
-3% -$23.9K 0.03% 383
2024
Q3 		$737K Sell
14,301
-3,163
-18% -$180K 0.02% 529
2024
Q2 		$1.1M Buy
17,464
+456
+3% +$29.2K 0.03% 435
2024
Q1 		$1.11M Buy
17,008
+611
+4% +$36.5K 0.04% 423
2023
Q4 		$966K Buy
16,397
+5,166
+46% +$315K 0.04% 422
2023
Q3 		$729K Buy
11,231
+4,330
+63% +$272K 0.03% 431
2023
Q2 		$406K Buy
6,901
+1,211
+21% +$72.7K 0.02% 555
2023
Q1 		$355K Buy
5,690
+68
+1% +$4.22K 0.02% 552
2022
Q4 		$354K Sell
5,622
-1,018
-15% -$69.3K 0.02% 520
2022
Q3 		$408K Buy
6,640
+1,841
+38% +$118K 0.03% 431
2022
Q2 		$283K Buy
4,799
+789
+20% +$48.5K 0.02% 554
2022
Q1 		$228K Buy
+4,010
New +$177K 0.02% 644
2020
Q2 		– Sell
-10,216
Closed -$118K – 578
2020
Q1 		$118K Sell
10,216
-770
-7% -$25.3K 0.02% 446
2019
Q4 		$453K Buy
10,986
+1,708
+18% +$68.4K 0.06% 325
2019
Q3 		$413K Buy
+9,278
New +$439K 0.06% 310
2016
Q4 		– Sell
-5,332
Closed -$389K – 233
2016
Q3 		$389K Buy
+5,332
New +$399K 0.15% 169
2014
Q3 		– Sell
-2,546
Closed -$250K – 211
2014
Q2 		$250K Buy
+2,546
New +$239K 0.15% 168

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Dynamic Advisor Solutions's OXY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Occidental Petroleum (OXY) stake by 7.3% in Q2 2026, selling an estimated $30.5K and leaving 6,864 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #819.

Dynamic Advisor Solutions first reported a position in OXY in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.11M in Q1 2024. 194 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Dynamic Advisor Solutions held 6,864 shares of Occidental Petroleum worth $333K as of Q2 2026.
  • Dynamic Advisor Solutions sold 537 Occidental Petroleum shares in Q2 2026, an estimated $30.5K.
  • Occidental Petroleum made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #819 holding.
  • Dynamic Advisor Solutions first reported a position in Occidental Petroleum in Q2 2014 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Occidental Petroleum position peaked at $1.11M in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.