Fifth Third Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Fifth Third Wealth Advisors’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	$452K	Buy	9,315 +1,965	+27%	+$112K	0.01%	532
2026 Q1	$478K	Buy	7,350 +1,071	+17%	+$53.9K	0.02%	441
2025 Q4	$258K	Sell	6,279 -229	-4%	-$9.56K	0.01%	645
2025 Q3	$308K	Buy	6,508 +164	+3%	+$7.41K	0.01%	546
2025 Q2	$267K	Sell	6,344 -347	-5%	-$14.5K	0.01%	577
2025 Q1	$330K	Buy	6,691 +843	+14%	+$41.2K	0.02%	461
2024 Q4	$289K	Sell	5,848 -797	-12%	-$40.3K	0.02%	507
2024 Q3	$342K	Sell	6,645 -4,223	-39%	-$241K	0.02%	418
2024 Q2	$685K	Buy	10,868 +6,647	+157%	+$426K	0.05%	211
2024 Q1	$274K	Buy	+4,221	New	+$252K	0.04%	202

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fifth Third Wealth Advisors's OXY Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Occidental Petroleum (OXY) stake by 27% in Q2 2026, buying an estimated $112K and bringing the position to 9,315 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #532.

Fifth Third Wealth Advisors first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $685K in Q2 2024. 223 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Fifth Third Wealth Advisors held 9,315 shares of Occidental Petroleum worth $452K as of Q2 2026.
Fifth Third Wealth Advisors bought 1,965 Occidental Petroleum shares in Q2 2026, an estimated $112K.
Occidental Petroleum made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #532 holding.
Fifth Third Wealth Advisors first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Occidental Petroleum position peaked at $685K in Q2 2024.
223 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.