LRI Investments’s Occidental Petroleum OXY Stock Holding History

LRI Investments’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	$131K	Buy	2,707 +1,127	+71%	+$64K	0.01%	405
2026 Q1	$103K	Buy	1,580 +1,296	+456%	+$65.2K	0.01%	403
2025 Q4	$11.7K	Sell	284 -389	-58%	-$16.2K	﹤0.01%	829
2025 Q3	$31.8K	Hold	673	–	–	﹤0.01%	623
2025 Q2	$28.3K	Hold	673	–	–	﹤0.01%	640
2025 Q1	$33.2K	Hold	673	–	–	﹤0.01%	600
2024 Q4	$33.3K	Hold	673	–	–	﹤0.01%	588
2024 Q3	$34.1K	Sell	673 -233	-26%	-$13.3K	﹤0.01%	569
2024 Q2	$57.1K	Buy	906 +233	+35%	+$14.9K	0.01%	465
2024 Q1	$43.7K	Buy	+673	New	+$40.2K	0.01%	281

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

LRI Investments's OXY Position: Q2 2026 in Review

LRI Investments increased its Occidental Petroleum (OXY) stake by 71% in Q2 2026, buying an estimated $64K and bringing the position to 2,707 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #405.

LRI Investments first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

LRI Investments held 2,707 shares of Occidental Petroleum worth $131K as of Q2 2026.
LRI Investments bought 1,127 Occidental Petroleum shares in Q2 2026, an estimated $64K.
Occidental Petroleum made up 0.01% of LRI Investments's portfolio in Q2 2026, its #405 holding.
LRI Investments first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.