Independence Bank of Kentucky’s Occidental Petroleum OXY Stock Holding History

Independence Bank of Kentucky’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	$7.29K	Buy	150 +80	+114%	+$4.54K	﹤0.01%	519
2026 Q1	$4.55K	Buy	70 +29	+71%	+$1.46K	﹤0.01%	561
2025 Q4	$1.69K	Buy	+41	New	+$1.71K	﹤0.01%	661
2024 Q4	–	Sell	-300	Closed	-$15.5K	–	636
2024 Q3	$15.5K	Buy	+300	New	+$17.1K	﹤0.01%	454
2024 Q1	–	Sell	-23	Closed	-$1.37K	–	540
2023 Q4	$1.37K	Buy	+23	New	+$1.4K	﹤0.01%	508
2018 Q4	–	Sell	-659	Closed	-$54K	–	380
2018 Q3	$54K	Hold	659	–	–	0.04%	176
2018 Q2	$55K	Hold	659	–	–	0.05%	157
2018 Q1	$43K	Sell	659 -150	-19%	-$10.5K	0.04%	172
2017 Q4	$60K	Buy	+809	New	+$54.9K	0.05%	157

Other funds holding OXY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Independence Bank of Kentucky's OXY Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Occidental Petroleum (OXY) stake by 114% in Q2 2026, buying an estimated $4.54K and bringing the position to 150 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Independence Bank of Kentucky first reported a position in OXY in Q4 2017 and has held it in 9 quarters since. The position peaked at $60K in Q4 2017. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Independence Bank of Kentucky held 150 shares of Occidental Petroleum worth $7.29K as of Q2 2026.
Independence Bank of Kentucky bought 80 Occidental Petroleum shares in Q2 2026, an estimated $4.54K.
Occidental Petroleum made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #519 holding.
Independence Bank of Kentucky first reported a position in Occidental Petroleum in Q4 2017 and has held it in 9 quarters since.
Independence Bank of Kentucky's Occidental Petroleum position peaked at $60K in Q4 2017.
676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.