IRON Financial’s Occidental Petroleum OXY Stock Holding History

IRON Financial’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	$867K	Buy	17,845 +1,130	+7%	+$64.2K	0.36%	51
2026 Q1	$1.09M	Sell	16,715 -1,757	-10%	-$88.4K	0.47%	39
2025 Q4	$760K	Sell	18,472 -251	-1%	-$10.5K	0.35%	53
2025 Q3	$885K	Buy	+18,723	New	+$846K	0.42%	43
2024 Q1	–	Sell	-3,437	Closed	-$205K	–	110
2023 Q4	$205K	Sell	3,437 -171	-5%	-$10.4K	0.12%	93
2023 Q3	$234K	Buy	+3,608	New	+$227K	0.14%	85

Other funds holding OXY

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

IRON Financial's OXY Position: Q2 2026 in Review

IRON Financial increased its Occidental Petroleum (OXY) stake by 6.8% in Q2 2026, buying an estimated $64.2K and bringing the position to 17,845 shares worth $867K. The position accounts for 0.36% of the portfolio, ranked #51.

IRON Financial first reported a position in OXY in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2026. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

IRON Financial held 17,845 shares of Occidental Petroleum worth $867K as of Q2 2026.
IRON Financial bought 1,130 Occidental Petroleum shares in Q2 2026, an estimated $64.2K.
Occidental Petroleum made up 0.36% of IRON Financial's portfolio in Q2 2026, its #51 holding.
IRON Financial first reported a position in Occidental Petroleum in Q3 2023 and has held it in 6 quarters since.
IRON Financial's Occidental Petroleum position peaked at $1.09M in Q1 2026.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.