Halbert Hargrove Global Advisors’s Occidental Petroleum OXY Stock Holding History

Halbert Hargrove Global Advisors’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	$247	Buy	+5	New	+$284	﹤0.01%	624
2025 Q2	–	Sell	-1	Closed	-$50	–	547
2025 Q1	$50	Buy	+1	New	+$49	﹤0.01%	658
2015 Q3	–	Sell	-4,418	Closed	-$343K	–	149
2015 Q2	$343K	Buy	4,418 +307	+7%	+$24K	0.08%	122
2015 Q1	$300K	Buy	+4,111	New	+$318K	0.1%	140
2014 Q4	–	Sell	-4,854	Closed	-$447K	–	148
2014 Q3	$447K	Buy	4,854 +2,283	+89%	+$219K	0.12%	62
2014 Q2	$253K	Sell	2,571 -52	-2%	-$4.89K	0.08%	99
2014 Q1	$239K	Sell	2,623 -291	-10%	-$26K	0.07%	104
2013 Q4	$266K	Buy	+2,914	New	+$266K	0.08%	102

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Halbert Hargrove Global Advisors's OXY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Occidental Petroleum (OXY) in Q2 2026: 5 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in OXY as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in OXY in Q4 2013 and has held it in 8 quarters since. The position peaked at $447K in Q3 2014. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Halbert Hargrove Global Advisors held 5 shares of Occidental Petroleum worth $247 as of Q2 2026.
Occidental Petroleum was a new Halbert Hargrove Global Advisors position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #624 holding.
Halbert Hargrove Global Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Occidental Petroleum position peaked at $447K in Q3 2014.
250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.