James T. Borello
OXY icon

James T. Borello’s Occidental Petroleum OXY Stock Holding History

James T. Borello’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
Q3 		$14.7K Sell
266
-12
-4% -$686 ﹤0.01% 500
2026
Q2 		$13.5K Buy
278
+64
+30% +$3.63K ﹤0.01% 511
2026
Q1 		$13.9K Buy
214
+17
+9% +$855 ﹤0.01% 467
2025
Q4 		$8.1K Buy
197
+109
+124% +$4.55K ﹤0.01% 470
2025
Q3 		$4.16K Buy
+88
New +$3.98K ﹤0.01% 511

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello's OXY Position: Q3 2026 in Review

James T. Borello reduced its Occidental Petroleum (OXY) stake by 4.3% in Q3 2026, selling an estimated $686 and leaving 266 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

James T. Borello first reported a position in OXY in Q3 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • James T. Borello held 266 shares of Occidental Petroleum worth $14.7K as of Q3 2026.
  • James T. Borello sold 12 Occidental Petroleum shares in Q3 2026, an estimated $686.
  • Occidental Petroleum made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #500 holding.
  • James T. Borello first reported a position in Occidental Petroleum in Q3 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.