Dynamic Advisor Solutions
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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
Q3 		$422K Buy
7,625
+761
+11% +$43.5K 0.01% 703
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

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Dynamic Advisor Solutions's OXY Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Occidental Petroleum (OXY) stake by 11% in Q3 2026, buying an estimated $43.5K and bringing the position to 7,625 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #703.

Dynamic Advisor Solutions first reported a position in OXY in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.11M in Q1 2024. 201 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Dynamic Advisor Solutions held 7,625 shares of Occidental Petroleum worth $422K as of Q3 2026.
  • Dynamic Advisor Solutions bought 761 Occidental Petroleum shares in Q3 2026, an estimated $43.5K.
  • Occidental Petroleum made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #703 holding.
  • Dynamic Advisor Solutions first reported a position in Occidental Petroleum in Q2 2014 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Occidental Petroleum position peaked at $1.11M in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.