First City Capital Management’s Occidental Petroleum OXY Stock Holding History

First City Capital Management’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	$221K	Buy	4,560 +1,210	+36%	+$68.7K	0.11%	158
2026 Q1	$218K	Buy	+3,350	New	+$168K	0.12%	153
2024 Q1	–	Sell	-4,408	Closed	-$263K	–	172
2023 Q4	$263K	Buy	+4,408	New	+$269K	0.15%	143
2016 Q2	–	Sell	-150	Closed	-$10.3K	–	401
2016 Q1	$10.3K	Sell	150 -100	-40%	-$6.7K	0.01%	467
2015 Q4	$16.9K	Hold	250	–	–	0.01%	405
2015 Q3	$16.5K	Buy	250 +105	+72%	+$7.33K	0.01%	397
2015 Q2	$11.3K	Buy	145 +45	+45%	+$3.52K	0.01%	424
2015 Q1	$7.3K	Buy	+100	New	+$7.73K	0.01%	457
2014 Q2	–	Sell	-130	Closed	-$11.9K	–	648
2014 Q1	$11.9K	Buy	+130	New	+$11.6K	0.01%	430

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First City Capital Management's OXY Position: Q2 2026 in Review

First City Capital Management increased its Occidental Petroleum (OXY) stake by 36% in Q2 2026, buying an estimated $68.7K and bringing the position to 4,560 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #158.

First City Capital Management first reported a position in OXY in Q1 2014 and has held it in 9 quarters since. The position peaked at $263K in Q4 2023. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

First City Capital Management held 4,560 shares of Occidental Petroleum worth $221K as of Q2 2026.
First City Capital Management bought 1,210 Occidental Petroleum shares in Q2 2026, an estimated $68.7K.
Occidental Petroleum made up 0.11% of First City Capital Management's portfolio in Q2 2026, its #158 holding.
First City Capital Management first reported a position in Occidental Petroleum in Q1 2014 and has held it in 9 quarters since.
First City Capital Management's Occidental Petroleum position peaked at $263K in Q4 2023.
317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.