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Empirical Wealth Management’s Occidental Petroleum OXY Stock Holding History

Empirical Wealth Management’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 		$292K Buy
6,019
+267
+5% +$15.2K ﹤0.01% 870
2026
Q1 		$374K Sell
5,752
-287
-5% -$14.4K 0.01% 694
2025
Q4 		$248K Sell
6,039
-2,818
-32% -$118K ﹤0.01% 771
2025
Q3 		$419K Buy
8,857
+1,691
+24% +$76.4K 0.01% 519
2025
Q2 		$301K Sell
7,166
-1,550
-18% -$64.8K 0.01% 533
2025
Q1 		$430K Buy
8,716
+360
+4% +$17.6K 0.01% 433
2024
Q4 		$413K Buy
8,356
+809
+11% +$40.9K 0.01% 429
2024
Q3 		$389K Sell
7,547
-162
-2% -$9.24K 0.01% 420
2024
Q2 		$486K Buy
7,709
+720
+10% +$46.2K 0.01% 365
2024
Q1 		$454K Buy
+6,989
New +$417K 0.01% 358
2022
Q4 		– Sell
-5,289
Closed -$325K – 477
2022
Q3 		$325K Buy
5,289
+1,735
+49% +$111K 0.02% 365
2022
Q2 		$209K Buy
+3,554
New +$218K 0.01% 435
2019
Q3 		– Sell
-4,689
Closed -$236K – 294
2019
Q2 		$236K Sell
4,689
-1,223
-21% -$68.8K 0.03% 234
2019
Q1 		$391K Buy
5,912
+2,055
+53% +$135K 0.06% 159
2018
Q4 		$237K Buy
3,857
+10
+0.3% +$703 0.04% 175
2018
Q3 		$316K Buy
3,847
+930
+32% +$75.2K 0.06% 160
2018
Q2 		$244K Buy
+2,917
New +$233K 0.05% 166
2018
Q1 		– Sell
-3,040
Closed -$224K – 173
2017
Q4 		$224K Buy
+3,040
New +$206K 0.05% 138

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Empirical Wealth Management's OXY Position: Q2 2026 in Review

Empirical Wealth Management increased its Occidental Petroleum (OXY) stake by 4.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 6,019 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Empirical Wealth Management first reported a position in OXY in Q4 2017 and has held it in 18 quarters since. The position peaked at $486K in Q2 2024. 577 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Empirical Wealth Management held 6,019 shares of Occidental Petroleum worth $292K as of Q2 2026.
  • Empirical Wealth Management bought 267 Occidental Petroleum shares in Q2 2026, an estimated $15.2K.
  • Occidental Petroleum made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #870 holding.
  • Empirical Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and has held it in 18 quarters since.
  • Empirical Wealth Management's Occidental Petroleum position peaked at $486K in Q2 2024.
  • 577 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.