Lincoln Capital’s Occidental Petroleum OXY Stock Holding History

Lincoln Capital’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	$3.07M	Sell	63,208 -215	-0.3%	-$12.2K	0.55%	36
2026 Q1	$4.13M	Sell	63,423 -61,397	-49%	-$3.09M	0.78%	30
2025 Q4	$5.13M	Buy	124,820 +178	+0.1%	+$7.43K	0.93%	27
2025 Q3	$5.59M	Buy	124,642 +53,004	+74%	+$2.4M	1.05%	24
2025 Q2	$3.01M	Sell	71,638 -447	-0.6%	-$18.7K	0.58%	32
2025 Q1	$2.88M	Buy	72,085 +41,451	+135%	+$2.02M	0.6%	32
2024 Q4	$1.51M	Buy	+30,634	New	+$1.55M	0.32%	45

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

Lincoln Capital's OXY Position: Q2 2026 in Review

Lincoln Capital reduced its Occidental Petroleum (OXY) stake by 0.34% in Q2 2026, selling an estimated $12.2K and leaving 63,208 shares worth $3.07M. The position accounts for 0.55% of the portfolio, ranked #36.

Lincoln Capital first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q3 2025. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Lincoln Capital held 63,208 shares of Occidental Petroleum worth $3.07M as of Q2 2026.
Lincoln Capital sold 215 Occidental Petroleum shares in Q2 2026, an estimated $12.2K.
Occidental Petroleum made up 0.55% of Lincoln Capital's portfolio in Q2 2026, its #36 holding.
Lincoln Capital first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
Lincoln Capital's Occidental Petroleum position peaked at $5.59M in Q3 2025.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.