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Journey Retirement Planning & Investment Management’s Occidental Petroleum OXY Stock Holding History

Journey Retirement Planning & Investment Management’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 		$600K Sell
12,354
-2,151
-15% -$122K 0.47% 67
2026
Q1 		$943K Sell
14,505
-34,767
-71% -$1.75M 0.83% 30
2025
Q4 		$2.03M Buy
+49,272
New +$2.06M 0.42% 64

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Journey Retirement Planning & Investment Management's OXY Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $122K and leaving 12,354 shares worth $600K. The position accounts for 0.47% of the portfolio, ranked #67.

Journey Retirement Planning & Investment Management first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 12,354 shares of Occidental Petroleum worth $600K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 2,151 Occidental Petroleum shares in Q2 2026, an estimated $122K.
  • Occidental Petroleum made up 0.47% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #67 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Occidental Petroleum position peaked at $2.03M in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.