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Elevation Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Elevation 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 		$78.4K Buy
1,615
+220
+16% +$12.5K 0.02% 220
2026
Q1 		$90.7K Buy
1,395
+986
+241% +$49.6K 0.03% 180
2025
Q4 		$16.8K Buy
409
+365
+830% +$15.2K 0.01% 404
2025
Q3 		$2.08K Buy
+44
New +$1.99K ﹤0.01% 640

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Elevation Wealth Partners increased its Occidental Petroleum (OXY) stake by 16% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,615 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #220.

Elevation Wealth Partners first reported a position in OXY in Q3 2025 and has held it in 4 quarters since. The position peaked at $90.7K in Q1 2026. 445 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Elevation Wealth Partners held 1,615 shares of Occidental Petroleum worth $78.4K as of Q2 2026.
  • Elevation Wealth Partners bought 220 Occidental Petroleum shares in Q2 2026, an estimated $12.5K.
  • Occidental Petroleum made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Elevation Wealth Partners first reported a position in Occidental Petroleum in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Occidental Petroleum position peaked at $90.7K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.