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J.W. Cole Advisors’s Occidental Petroleum OXY Stock Holding History

J.W. Cole 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 		$500K Buy
+10,290
New +$584K 0.01% 1006
2026
Q1 		– Sell
-10,926
Closed -$353K – 1263
2025
Q4 		$353K Sell
10,926
-2,909
-21% -$121K 0.01% 1031
2025
Q3 		$654K Sell
13,835
-765
-5% -$34.6K 0.01% 890
2025
Q2 		$613K Buy
14,600
+3,547
+32% +$148K 0.01% 848
2025
Q1 		$546K Buy
11,053
+4,821
+77% +$235K 0.02% 741
2024
Q4 		$308K Sell
6,232
-213
-3% -$10.8K 0.01% 772
2024
Q3 		$332K Sell
6,445
-452
-7% -$25.8K 0.01% 743
2024
Q2 		$435K Sell
6,897
-2,270
-25% -$146K 0.02% 557
2024
Q1 		$596K Buy
9,167
+609
+7% +$36.4K 0.03% 480
2023
Q4 		$511K Sell
8,558
-2,041
-19% -$125K 0.03% 483
2023
Q3 		$688K Sell
10,599
-3,587
-25% -$226K 0.05% 333
2023
Q2 		$834K Buy
14,186
+1,657
+13% +$99.4K 0.06% 299
2023
Q1 		$782K Buy
12,529
+1,056
+9% +$65.6K 0.06% 340
2022
Q4 		$723K Buy
11,473
+1,213
+12% +$82.6K 0.06% 326
2022
Q3 		$630K Buy
10,260
+502
+5% +$32.1K 0.05% 346
2022
Q2 		$575K Buy
9,758
+5,763
+144% +$354K 0.05% 370
2022
Q1 		$227K Buy
+3,995
New +$177K 0.02% 712
2020
Q4 		– Sell
-12,242
Closed -$123K – 808
2020
Q3 		$123K Buy
+12,242
New +$173K 0.01% 717

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's OXY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Occidental Petroleum (OXY) in Q2 2026: 10,290 shares worth $500K. The stake represents 0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OXY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OXY in Q3 2020 and has held it in 18 quarters since. The position peaked at $834K in Q2 2023. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • J.W. Cole Advisors held 10,290 shares of Occidental Petroleum worth $500K as of Q2 2026.
  • Occidental Petroleum was a new J.W. Cole Advisors position in Q2 2026.
  • Occidental Petroleum made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1006 holding.
  • J.W. Cole Advisors first reported a position in Occidental Petroleum in Q3 2020 and has held it in 18 quarters since.
  • J.W. Cole Advisors's Occidental Petroleum position peaked at $834K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.