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Everhart Financial Group’s Occidental Petroleum OXY Stock Holding History

Everhart Financial Group’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 		$572K Buy
11,774
+685
+6% +$38.9K 0.04% 256
2026
Q1 		$721K Buy
11,089
+3,001
+37% +$151K 0.06% 221
2025
Q4 		$333K Sell
8,088
-2,969
-27% -$124K 0.03% 311
2025
Q3 		$522K Buy
11,057
+983
+10% +$44.4K 0.05% 244
2025
Q2 		$423K Buy
10,074
+392
+4% +$16.4K 0.05% 248
2025
Q1 		$478K Buy
9,682
+3,823
+65% +$187K 0.07% 215
2024
Q4 		$289K Sell
5,859
-2,300
-28% -$116K 0.06% 261
2024
Q3 		$421K Sell
8,159
-1,814
-18% -$104K 0.09% 217
2024
Q2 		$629K Sell
9,973
-1,499
-13% -$96.1K 0.16% 132
2024
Q1 		$746K Buy
11,472
+5,381
+88% +$321K 0.22% 96
2023
Q4 		$364K Sell
6,091
-1,366
-18% -$83.4K 0.13% 149
2023
Q3 		$484K Buy
7,457
+169
+2% +$10.6K 0.21% 97
2023
Q2 		$429K Sell
7,288
-47
-0.6% -$2.82K 0.18% 112
2023
Q1 		$458K Sell
7,335
-2,987
-29% -$186K 0.21% 95
2022
Q4 		$650K Buy
10,322
+1
+0% +$68 0.33% 64
2022
Q3 		$634K Buy
10,321
+1,109
+12% +$71K 0.35% 55
2022
Q2 		$543K Buy
9,212
+2,559
+38% +$157K 0.33% 70
2022
Q1 		$377K Buy
+6,653
New +$294K 0.22% 90

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's OXY Position: Q2 2026 in Review

Everhart Financial Group increased its Occidental Petroleum (OXY) stake by 6.2% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,774 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #256.

Everhart Financial Group first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $746K in Q1 2024. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Everhart Financial Group held 11,774 shares of Occidental Petroleum worth $572K as of Q2 2026.
  • Everhart Financial Group bought 685 Occidental Petroleum shares in Q2 2026, an estimated $38.9K.
  • Occidental Petroleum made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #256 holding.
  • Everhart Financial Group first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's Occidental Petroleum position peaked at $746K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.