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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
Q3 		$92.4K Buy
1,670
+55
+3% +$3.14K 0.03% 213
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Elevation Wealth Partners's OXY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Occidental Petroleum (OXY) stake by 3.4% in Q3 2026, buying an estimated $3.14K and bringing the position to 1,670 shares worth $92.4K. The position accounts for 0.03% of the portfolio, ranked #213.

Elevation Wealth Partners first reported a position in OXY in Q3 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Elevation Wealth Partners held 1,670 shares of Occidental Petroleum worth $92.4K as of Q3 2026.
  • Elevation Wealth Partners bought 55 Occidental Petroleum shares in Q3 2026, an estimated $3.14K.
  • Occidental Petroleum made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #213 holding.
  • Elevation Wealth Partners first reported a position in Occidental Petroleum in Q3 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.