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Lakeshore Capital Group’s Occidental Petroleum OXY Stock Holding History

Lakeshore Capital Group’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 		$219K Buy
4,513
+26
+0.6% +$1.48K 0.16% 73
2026
Q1 		$292K Buy
+4,487
New +$226K 0.24% 73
2025
Q4 		– Sell
-4,357
Closed -$206K – 79
2025
Q3 		$206K Buy
+4,357
New +$197K 0.17% 78

Other funds holding OXY

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Lakeshore Capital Group's OXY Position: Q2 2026 in Review

Lakeshore Capital Group increased its Occidental Petroleum (OXY) stake by 0.58% in Q2 2026, buying an estimated $1.48K and bringing the position to 4,513 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #73.

Lakeshore Capital Group first reported a position in OXY in Q3 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Lakeshore Capital Group held 4,513 shares of Occidental Petroleum worth $219K as of Q2 2026.
  • Lakeshore Capital Group bought 26 Occidental Petroleum shares in Q2 2026, an estimated $1.48K.
  • Occidental Petroleum made up 0.16% of Lakeshore Capital Group's portfolio in Q2 2026, its #73 holding.
  • Lakeshore Capital Group first reported a position in Occidental Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Lakeshore Capital Group's Occidental Petroleum position peaked at $292K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.