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Financially Speaking’s Occidental Petroleum OXY Stock Holding History

Financially Speaking’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 		$120K Hold
1,848
– – 0.58% 13
2026
Q1 		$120K Sell
1,848
-487
-21% -$24.5K 0.58% 13
2025
Q4 		$96K Buy
2,335
+13
+0.6% +$543 0.06% 39
2025
Q3 		$110K Buy
2,322
+12
+0.5% +$542 0.07% 42
2025
Q2 		$97K Buy
2,310
+368
+19% +$15.4K 0.06% 32
2025
Q1 		$95.9K Buy
1,942
+8
+0.4% +$391 0.07% 19
2024
Q4 		$95.6K Buy
+1,934
New +$97.7K 0.06% 35

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financially Speaking's OXY Position: Q2 2026 in Review

Financially Speaking held its Occidental Petroleum (OXY) position steady in Q2 2026 at 1,848 shares worth $120K. The position accounts for 0.58% of the portfolio, ranked #13.

Financially Speaking first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. 364 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Financially Speaking held 1,848 shares of Occidental Petroleum worth $120K as of Q2 2026.
  • Financially Speaking left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.58% of Financially Speaking's portfolio in Q2 2026, its #13 holding.
  • Financially Speaking first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 364 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.