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Generali Investments Management’s Occidental Petroleum OXY Stock Holding History

Generali Investments 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 		$353K Buy
7,274
+30
+0.4% +$1.7K 0.08% 126
2026
Q1 		$471K Buy
7,244
+1,652
+30% +$83.1K 0.11% 112
2025
Q4 		$230K Buy
5,592
+1,200
+27% +$50.1K 0.05% 129
2025
Q3 		$208K Sell
4,392
-704
-14% -$31.8K 0.04% 137
2025
Q2 		$214K Sell
5,096
-619
-11% -$25.9K 0.05% 127
2025
Q1 		$282K Sell
5,715
-19,901
-78% -$972K 0.08% 107
2024
Q4 		$1.27M Buy
+25,616
New +$1.29M 0.33% 66

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Generali Investments Management's OXY Position: Q2 2026 in Review

Generali Investments Management increased its Occidental Petroleum (OXY) stake by 0.41% in Q2 2026, buying an estimated $1.7K and bringing the position to 7,274 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #126.

Generali Investments Management first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 288 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Generali Investments Management held 7,274 shares of Occidental Petroleum worth $353K as of Q2 2026.
  • Generali Investments Management bought 30 Occidental Petroleum shares in Q2 2026, an estimated $1.7K.
  • Occidental Petroleum made up 0.08% of Generali Investments Management's portfolio in Q2 2026, its #126 holding.
  • Generali Investments Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments Management's Occidental Petroleum position peaked at $1.27M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.