Financial Management Network’s Occidental Petroleum OXY Stock Holding History

Financial Management Network’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	$346K	Sell	5,906 -61	-1%	-$3.49K	0.05%	154
2026 Q2	$329K	Buy	5,967 +28	+0.5%	+$1.59K	0.05%	167
2026 Q1	$351K	Buy	+5,939	New	+$299K	0.05%	152
2025 Q4	–	Sell	-4,804	Closed	-$218K	–	193
2025 Q3	$218K	Buy	4,804 +6	+0.1%	+$271	0.04%	174
2025 Q2	$210K	Buy	+4,798	New	+$201K	0.04%	168
2025 Q1	–	Sell	-4,854	Closed	-$245K	–	161
2024 Q4	$245K	Sell	4,854 -1,631	-25%	-$82.4K	0.05%	145
2024 Q3	$362K	Buy	6,485 +4	+0.1%	+$228	0.08%	127
2024 Q2	$400K	Sell	6,481 -16	-0.2%	-$1.03K	0.1%	112
2024 Q1	$439K	Sell	6,497 -177	-3%	-$10.6K	0.11%	106
2023 Q4	$393K	Sell	6,674 -987	-13%	-$60.2K	0.11%	102
2023 Q3	$460K	Buy	7,661 +5	+0.1%	+$315	0.15%	91
2023 Q2	$453K	Buy	7,656 +2,270	+42%	+$136K	0.16%	90
2023 Q1	$349K	Buy	5,386 +427	+9%	+$26.5K	0.14%	97
2022 Q4	$303K	Buy	4,959 +647	+15%	+$44.1K	0.13%	113
2022 Q3	$285K	Sell	4,312 -387	-8%	-$24.8K	0.14%	111
2022 Q2	$284K	Sell	4,699 -541	-10%	-$33.2K	0.15%	103
2022 Q1	$303K	Buy	+5,240	New	+$232K	0.15%	89

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Financial Management Network's OXY Position: Q3 2026 in Review

Financial Management Network reduced its Occidental Petroleum (OXY) stake by 1% in Q3 2026, selling an estimated $3.49K and leaving 5,906 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #154.

Financial Management Network first reported a position in OXY in Q1 2022 and has held it in 17 quarters since. The position peaked at $460K in Q3 2023. 349 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Financial Management Network held 5,906 shares of Occidental Petroleum worth $346K as of Q3 2026.
Financial Management Network sold 61 Occidental Petroleum shares in Q3 2026, an estimated $3.49K.
Occidental Petroleum made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #154 holding.
Financial Management Network first reported a position in Occidental Petroleum in Q1 2022 and has held it in 17 quarters since.
Financial Management Network's Occidental Petroleum position peaked at $460K in Q3 2023.
349 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.