Guardian Wealth Management (Illinois)’s Occidental Petroleum OXY Stock Holding History

Guardian Wealth Management (Illinois)’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	$5.23M	Buy	107,695 +273	+0.3%	+$15.5K	2.57%	13
2026 Q1	$6.98M	Buy	107,422 +66,136	+160%	+$3.33M	3.81%	4
2025 Q4	$1.7M	Sell	41,286 -64,120	-61%	-$2.68M	1%	35
2025 Q3	$4.98M	Buy	105,406 +1,316	+1%	+$59.5K	2.94%	10
2025 Q2	$4.37M	Buy	104,090 +50,887	+96%	+$2.13M	2.91%	11
2025 Q1	$2.63M	Buy	53,203 +34,725	+188%	+$1.7M	1.75%	22
2024 Q4	$913K	Sell	18,478 -33,212	-64%	-$1.68M	0.62%	45
2024 Q3	$2.66M	Buy	51,690 +37,909	+275%	+$2.16M	1.88%	18
2024 Q2	$869K	Buy	+13,781	New	+$884K	0.66%	44

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

Guardian Wealth Management (Illinois)'s OXY Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Occidental Petroleum (OXY) stake by 0.25% in Q2 2026, buying an estimated $15.5K and bringing the position to 107,695 shares worth $5.23M. The position accounts for 2.57% of the portfolio, ranked #13.

Guardian Wealth Management (Illinois) first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.98M in Q1 2026. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Guardian Wealth Management (Illinois) held 107,695 shares of Occidental Petroleum worth $5.23M as of Q2 2026.
Guardian Wealth Management (Illinois) bought 273 Occidental Petroleum shares in Q2 2026, an estimated $15.5K.
Occidental Petroleum made up 2.57% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #13 holding.
Guardian Wealth Management (Illinois) first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
Guardian Wealth Management (Illinois)'s Occidental Petroleum position peaked at $6.98M in Q1 2026.
317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.