Lazari Capital Management’s Occidental Petroleum OXY Stock Holding History

Lazari Capital 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	$557K	Buy	11,465 +900	+9%	+$51.1K	0.17%	94
2026 Q1	$687K	Hold	10,565	–	–	0.24%	75
2025 Q4	$434K	Sell	10,565 -51	-0.5%	-$2.13K	0.15%	95
2025 Q3	$502K	Sell	10,616 -200	-2%	-$9.04K	0.17%	86
2025 Q2	$454K	Sell	10,816 -225	-2%	-$9.4K	0.17%	85
2025 Q1	$545K	Sell	11,041 -220	-2%	-$10.7K	0.22%	76
2024 Q4	$556K	Sell	11,261 -740	-6%	-$37.4K	0.22%	72
2024 Q3	$619K	Buy	12,001 +745	+7%	+$42.5K	0.26%	66
2024 Q2	$709K	Sell	11,256 -295	-3%	-$18.9K	0.32%	57
2024 Q1	$751K	Sell	11,551 -10	-0.1%	-$597	0.41%	42
2023 Q4	$690K	Buy	11,561 +61	+0.5%	+$3.72K	0.4%	40
2023 Q3	$746K	Sell	11,500 -100	-0.9%	-$6.29K	0.45%	38
2023 Q2	$682K	Buy	+11,600	New	+$696K	0.38%	43

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Lazari Capital Management's OXY Position: Q2 2026 in Review

Lazari Capital Management increased its Occidental Petroleum (OXY) stake by 8.5% in Q2 2026, buying an estimated $51.1K and bringing the position to 11,465 shares worth $557K. The position accounts for 0.17% of the portfolio, ranked #94.

Lazari Capital Management first reported a position in OXY in Q2 2023 and has held it in 13 quarters since. The position peaked at $751K in Q1 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Lazari Capital Management held 11,465 shares of Occidental Petroleum worth $557K as of Q2 2026.
Lazari Capital Management bought 900 Occidental Petroleum shares in Q2 2026, an estimated $51.1K.
Occidental Petroleum made up 0.17% of Lazari Capital Management's portfolio in Q2 2026, its #94 holding.
Lazari Capital Management first reported a position in Occidental Petroleum in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Occidental Petroleum position peaked at $751K in Q1 2024.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.