Investment Research & Advisory Group’s Occidental Petroleum OXY Stock Holding History

Investment Research & Advisory Group’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	$40.1K	Sell	797 -59	-7%	-$3.35K	0.01%	152
2026 Q1	$56K	Buy	856 +2	+0.2%	+$101	0.02%	119
2025 Q4	$35.4K	Buy	854 +1	+0.1%	+$42	0.01%	138
2025 Q3	$40.9K	Buy	853 +1	+0.1%	+$45	0.01%	122
2025 Q2	$35.8K	Buy	852 +55	+7%	+$2.3K	0.01%	120
2025 Q1	$39.3K	Buy	797 +367	+85%	+$17.9K	0.02%	119
2024 Q4	$21.2K	Buy	430 +41	+11%	+$2.07K	0.01%	132
2024 Q3	$20K	Hold	389	–	–	0.01%	135
2024 Q2	$24.5K	Hold	389	–	–	0.01%	118
2024 Q1	$25.3K	Buy	389 +167	+75%	+$9.97K	0.01%	119
2023 Q4	$13.3K	Hold	222	–	–	0.01%	137
2023 Q3	$14.4K	Hold	222	–	–	0.01%	134
2023 Q2	$13.1K	Hold	222	–	–	0.01%	146
2023 Q1	$13.9K	Hold	222	–	–	0.01%	128
2022 Q4	$14K	Hold	222	–	–	0.01%	128
2022 Q3	$14K	Buy	+222	New	+$14.2K	0.01%	123

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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Investment Research & Advisory Group's OXY Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Occidental Petroleum (OXY) stake by 6.9% in Q2 2026, selling an estimated $3.35K and leaving 797 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #152.

Investment Research & Advisory Group first reported a position in OXY in Q3 2022 and has held it in 16 quarters since. The position peaked at $56K in Q1 2026. 425 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Investment Research & Advisory Group held 797 shares of Occidental Petroleum worth $40.1K as of Q2 2026.
Investment Research & Advisory Group sold 59 Occidental Petroleum shares in Q2 2026, an estimated $3.35K.
Occidental Petroleum made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #152 holding.
Investment Research & Advisory Group first reported a position in Occidental Petroleum in Q3 2022 and has held it in 16 quarters since.
Investment Research & Advisory Group's Occidental Petroleum position peaked at $56K in Q1 2026.
425 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.