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HHM Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

HHM Wealth 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 		$28.3K Buy
583
+1
+0.2% +$57 ﹤0.01% 477
2026
Q1 		$37.8K Buy
582
+275
+90% +$13.8K ﹤0.01% 406
2025
Q4 		$12.6K Hold
307
– – ﹤0.01% 579
2025
Q3 		$14.5K Sell
307
-162
-35% -$7.32K ﹤0.01% 569
2025
Q2 		$19.7K Sell
469
-29
-6% -$1.21K ﹤0.01% 510
2025
Q1 		$24.6K Buy
498
+1
+0.2% +$49 ﹤0.01% 474
2024
Q4 		$24.6K Buy
497
+160
+47% +$8.08K ﹤0.01% 466
2024
Q3 		$17.4K Hold
337
– – ﹤0.01% 487
2024
Q2 		$21.2K Buy
337
+212
+170% +$13.6K ﹤0.01% 441
2024
Q1 		$8.12K Hold
125
– – ﹤0.01% 557
2023
Q4 		$7.46K Hold
125
– – ﹤0.01% 567
2023
Q3 		$8.11K Hold
125
– – ﹤0.01% 543
2023
Q2 		$7.35K Buy
125
+25
+25% +$1.5K ﹤0.01% 594
2023
Q1 		$6.24K Hold
100
– – ﹤0.01% 605
2022
Q4 		$6.3K Hold
100
– – ﹤0.01% 511
2022
Q3 		$6K Hold
100
– – ﹤0.01% 509
2022
Q2 		$6K Hold
100
– – ﹤0.01% 620
2022
Q1 		$6K Sell
100
-176
-64% -$7.78K ﹤0.01% 597
2021
Q4 		$8K Hold
276
– – ﹤0.01% 534
2021
Q3 		$8K Hold
276
– – ﹤0.01% 510
2021
Q2 		$9K Hold
276
– – ﹤0.01% 483
2021
Q1 		$7K Hold
276
– – ﹤0.01% 478
2020
Q4 		$5K Hold
276
– – ﹤0.01% 467
2020
Q3 		$3K Sell
276
-200
-42% -$2.82K ﹤0.01% 457
2020
Q2 		$9K Hold
476
– – ﹤0.01% 378
2020
Q1 		$6K Buy
+476
New +$15.6K ﹤0.01% 380

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
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 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

HHM Wealth Advisors's OXY Position: Q2 2026 in Review

HHM Wealth Advisors increased its Occidental Petroleum (OXY) stake by 0.17% in Q2 2026, buying an estimated $57 and bringing the position to 583 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

HHM Wealth Advisors first reported a position in OXY in Q1 2020 and has held it in 26 quarters since. The position peaked at $37.8K in Q1 2026. 359 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • HHM Wealth Advisors held 583 shares of Occidental Petroleum worth $28.3K as of Q2 2026.
  • HHM Wealth Advisors bought 1 Occidental Petroleum share in Q2 2026, an estimated $57.
  • Occidental Petroleum made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • HHM Wealth Advisors first reported a position in Occidental Petroleum in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Occidental Petroleum position peaked at $37.8K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.