First United Bank & Trust’s Occidental Petroleum OXY Stock Holding History

First United Bank & Trust’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	$48.6K	Hold	1,000	–	–	0.01%	246
2026 Q1	$65K	Sell	1,000 -500	-33%	-$25.1K	0.02%	213
2025 Q4	$61.7K	Sell	1,500 -150	-9%	-$6.26K	0.02%	210
2025 Q3	$78K	Hold	1,650	–	–	0.03%	205
2025 Q2	$69.3K	Hold	1,650	–	–	0.02%	198
2025 Q1	$81.4K	Hold	1,650	–	–	0.03%	195
2024 Q4	$81.5K	Hold	1,650	–	–	0.03%	188
2024 Q3	$85K	Hold	1,650	–	–	0.03%	191
2024 Q2	$104K	Hold	1,650	–	–	0.04%	184
2024 Q1	$107K	Hold	1,650	–	–	0.04%	186
2023 Q4	$98.5K	Buy	+1,650	New	+$101K	0.04%	187
2014 Q4	–	Sell	-2,617	Closed	-$241K	–	83
2014 Q3	$241K	Buy	2,617 +522	+25%	+$50.1K	0.25%	79
2014 Q2	$206K	Buy	+2,095	New	+$197K	0.21%	81

Other funds holding OXY

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

First United Bank & Trust's OXY Position: Q2 2026 in Review

First United Bank & Trust held its Occidental Petroleum (OXY) position steady in Q2 2026 at 1,000 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #246.

First United Bank & Trust first reported a position in OXY in Q2 2014 and has held it in 13 quarters since. The position peaked at $241K in Q3 2014. 475 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

First United Bank & Trust held 1,000 shares of Occidental Petroleum worth $48.6K as of Q2 2026.
First United Bank & Trust left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #246 holding.
First United Bank & Trust first reported a position in Occidental Petroleum in Q2 2014 and has held it in 13 quarters since.
First United Bank & Trust's Occidental Petroleum position peaked at $241K in Q3 2014.
475 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.