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J. Team Financial’s Occidental Petroleum OXY Stock Holding History

J. Team 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 		– Sell
-4,430
Closed -$288K – 110
2026
Q1 		$288K Buy
+4,430
New +$223K 0.32% 63

Other funds holding OXY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Team Financial's OXY Position: Q2 2026 in Review

J. Team Financial sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,430 shares — an estimated $288K sold.

J. Team Financial first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $288K in Q1 2026. 622 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • J. Team Financial reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • J. Team Financial sold 4,430 Occidental Petroleum shares in Q2 2026, an estimated $288K.
  • J. Team Financial first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • J. Team Financial's Occidental Petroleum position peaked at $288K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.