JNBA Financial Advisors’s Occidental Petroleum OXY Stock Holding History

JNBA Financial 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	$1.55K	Hold	32	–	–	﹤0.01%	739
2026 Q1	$2.08K	Sell	32 -115	-78%	-$5.78K	﹤0.01%	726
2025 Q4	$6.04K	Buy	147 +75	+104%	+$3.13K	﹤0.01%	556
2025 Q3	$3.4K	Hold	72	–	–	﹤0.01%	582
2025 Q2	$3.02K	Buy	72 +3	+4%	+$125	﹤0.01%	570
2025 Q1	$3.41K	Hold	69	–	–	﹤0.01%	566
2024 Q4	$3.41K	Hold	69	–	–	﹤0.01%	564
2024 Q3	$3.56K	Hold	69	–	–	﹤0.01%	571
2024 Q2	$4.35K	Hold	69	–	–	﹤0.01%	534
2024 Q1	$4.49K	Sell	69 -7	-9%	-$418	﹤0.01%	547
2023 Q4	$4.54K	Hold	76	–	–	﹤0.01%	546
2023 Q3	$4.93K	Buy	76 +7	+10%	+$440	﹤0.01%	547
2023 Q2	$4.06K	Hold	69	–	–	﹤0.01%	559
2023 Q1	$4.31K	Hold	69	–	–	﹤0.01%	559
2022 Q4	$4.35K	Buy	69 +29	+73%	+$1.98K	﹤0.01%	528
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	614
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	659
2022 Q1	$2K	Sell	40 -560	-93%	-$24.8K	﹤0.01%	641
2021 Q4	$17K	Hold	600	–	–	﹤0.01%	447
2021 Q3	$18K	Hold	600	–	–	﹤0.01%	435
2021 Q2	$19K	Hold	600	–	–	﹤0.01%	409
2021 Q1	$16K	Hold	600	–	–	﹤0.01%	414
2020 Q4	$10K	Hold	600	–	–	﹤0.01%	438
2020 Q3	$6K	Hold	600	–	–	﹤0.01%	458
2020 Q2	$11K	Hold	600	–	–	﹤0.01%	394
2020 Q1	$7K	Hold	600	–	–	﹤0.01%	421
2019 Q4	$25K	Hold	600	–	–	﹤0.01%	326
2019 Q3	$27K	Hold	600	–	–	0.01%	302
2019 Q2	$30K	Hold	600	–	–	0.01%	294
2019 Q1	$40K	Sell	600 -74	-11%	-$4.88K	0.01%	252
2018 Q4	$41K	Buy	674 +606	+891%	+$42.6K	0.01%	223
2018 Q3	$6K	Sell	68 -532	-89%	-$43K	﹤0.01%	417
2018 Q2	$50K	Hold	600	–	–	0.01%	225
2018 Q1	$39K	Hold	600	–	–	0.01%	248
2017 Q4	$44K	Hold	600	–	–	0.01%	233
2017 Q3	$39K	Hold	600	–	–	0.01%	234
2017 Q2	$36K	Hold	600	–	–	0.01%	236
2017 Q1	$38K	Hold	600	–	–	0.01%	228
2016 Q4	$43K	Sell	600 -3,755	-86%	-$267K	0.01%	222
2016 Q3	$318K	Buy	4,355 +3,755	+626%	+$281K	0.05%	156
2016 Q2	$45K	Sell	600 -75	-11%	-$5.61K	0.01%	209
2016 Q1	$46K	Sell	675 -1	-0.1%	-$67	0.02%	204
2015 Q4	$46K	Hold	676	–	–	0.02%	203
2015 Q3	$45K	Hold	676	–	–	0.02%	193
2015 Q2	$53K	Hold	676	–	–	0.02%	181
2015 Q1	$49K	Hold	676	–	–	0.02%	190
2014 Q4	$54K	Sell	676 -7	-1%	-$581	0.02%	183
2014 Q3	$63K	Hold	683	–	–	0.03%	171
2014 Q2	$67K	Hold	683	–	–	0.03%	160
2014 Q1	$62K	Hold	683	–	–	0.03%	156
2013 Q4	$62K	Hold	683	–	–	0.03%	153
2013 Q3	$61K	Sell	683 -16	-2%	-$1.38K	0.04%	149
2013 Q2	$60K	Buy	+699	New	+$59.1K	0.04%	144

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JNBA Financial Advisors's OXY Position: Q2 2026 in Review

JNBA Financial Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 32 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

JNBA Financial Advisors first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $318K in Q3 2016. 384 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

JNBA Financial Advisors held 32 shares of Occidental Petroleum worth $1.55K as of Q2 2026.
JNBA Financial Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #739 holding.
JNBA Financial Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Occidental Petroleum position peaked at $318K in Q3 2016.
384 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.