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LifeSteps Financial’s Occidental Petroleum OXY Stock Holding History

LifeSteps Financial’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 		$11.6K Buy
+239
New +$13.6K 0.01% 387
2024
Q2 		– Sell
-526
Closed -$34.2K – 308
2024
Q1 		$34.2K Buy
+526
New +$31.4K 0.03% 179

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

LifeSteps Financial's OXY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Occidental Petroleum (OXY) in Q2 2026: 239 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OXY as recently as Q1 2024.

LifeSteps Financial first reported a position in OXY in Q1 2024 and has held it in 2 quarters since. The position peaked at $34.2K in Q1 2024. 170 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • LifeSteps Financial held 239 shares of Occidental Petroleum worth $11.6K as of Q2 2026.
  • Occidental Petroleum was a new LifeSteps Financial position in Q2 2026.
  • Occidental Petroleum made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #387 holding.
  • LifeSteps Financial first reported a position in Occidental Petroleum in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Occidental Petroleum position peaked at $34.2K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.