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Essential Partners’s Occidental Petroleum OXY Stock Holding History

Essential 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 		$472K Buy
8,525
+5,331
+167% +$305K 0.22% 77
2026
Q2 		$155K Buy
3,194
+939
+42% +$53.3K 0.07% 306
2026
Q1 		$147K Buy
2,255
+2,232
+9,704% +$112K 0.05% 334
2025
Q4 		$946 Sell
23
-322
-93% -$13.4K ﹤0.01% 2048
2025
Q3 		$16.3K Buy
345
+241
+232% +$10.9K 0.01% 968
2025
Q2 		$4.37K Buy
+104
New +$4.35K ﹤0.01% 1094

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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essential Partners's OXY Position: Q3 2026 in Review

Essential Partners increased its Occidental Petroleum (OXY) stake by 167% in Q3 2026, buying an estimated $305K and bringing the position to 8,525 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #77.

Essential Partners first reported a position in OXY in Q2 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Essential Partners held 8,525 shares of Occidental Petroleum worth $472K as of Q3 2026.
  • Essential Partners bought 5,331 Occidental Petroleum shares in Q3 2026, an estimated $305K.
  • Occidental Petroleum made up 0.22% of Essential Partners's portfolio in Q3 2026, its #77 holding.
  • Essential Partners first reported a position in Occidental Petroleum in Q2 2025 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.