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MassMutual Private Wealth & Trust’s Occidental Petroleum OXY Stock Holding History

MassMutual Private Wealth & Trust’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 		$82K Buy
1,688
+85
+5% +$4.83K ﹤0.01% 627
2026
Q1 		$104K Sell
1,603
-263
-14% -$13.2K ﹤0.01% 563
2025
Q4 		$76.7K Sell
1,866
-110
-6% -$4.59K ﹤0.01% 660
2025
Q3 		$93.4K Buy
1,976
+229
+13% +$10.3K ﹤0.01% 617
2025
Q2 		$73.4K Buy
1,747
+116
+7% +$4.85K ﹤0.01% 679
2025
Q1 		$80.5K Buy
1,631
+274
+20% +$13.4K ﹤0.01% 615
2024
Q4 		$67K Sell
1,357
-1,397
-51% -$70.6K ﹤0.01% 668
2024
Q3 		$142K Buy
2,754
+1,287
+88% +$73.4K ﹤0.01% 457
2024
Q2 		$92.5K Buy
1,467
+69
+5% +$4.42K ﹤0.01% 537
2024
Q1 		$90.9K Sell
1,398
-23
-2% -$1.37K ﹤0.01% 496
2023
Q4 		$84.8K Hold
1,421
– – ﹤0.01% 497
2023
Q3 		$92.2K Buy
1,421
+173
+14% +$10.9K ﹤0.01% 470
2023
Q2 		$73.4K Sell
1,248
-38
-3% -$2.28K ﹤0.01% 481
2023
Q1 		$80.3K Buy
1,286
+529
+70% +$32.9K ﹤0.01% 452
2022
Q4 		$48K Buy
757
+273
+56% +$18.6K ﹤0.01% 490
2022
Q3 		$30K Buy
484
+88
+22% +$5.63K ﹤0.01% 526
2022
Q2 		$23K Buy
396
+93
+31% +$5.71K ﹤0.01% 552
2022
Q1 		$17K Buy
303
+105
+53% +$4.64K ﹤0.01% 628
2021
Q4 		$6K Buy
198
+21
+12% +$659 ﹤0.01% 862
2021
Q3 		$5K Sell
177
-1
-0.6% -$27 ﹤0.01% 888
2021
Q2 		$6K Buy
178
+124
+230% +$3.33K ﹤0.01% 803
2021
Q1 		$1K Buy
+54
New +$1.35K ﹤0.01% 1012
2020
Q3 		– Sell
-1
Closed – – 796
2020
Q2 		$0 Hold
1
– – ﹤0.01% 790
2020
Q1 		$0 Sell
1
-1,344
-100% -$44.1K ﹤0.01% 765
2019
Q4 		$55K Sell
1,345
-734
-35% -$29.4K ﹤0.01% 424
2019
Q3 		$92K Sell
2,079
-526
-20% -$24.9K 0.01% 386
2019
Q2 		$131K Buy
2,605
+758
+41% +$42.7K 0.01% 361
2019
Q1 		$122K Buy
1,847
+411
+29% +$27.1K 0.01% 367
2018
Q4 		$88.1K Buy
1,436
+1,143
+390% +$80.3K 0.01% 376
2018
Q3 		$24.1K Buy
293
+93
+47% +$7.52K ﹤0.01% 492
2018
Q2 		$16.7K Buy
200
+80
+67% +$6.39K ﹤0.01% 530
2018
Q1 		$7.79K Sell
120
-61
-34% -$4.27K ﹤0.01% 640
2017
Q4 		$13.3K Buy
181
+163
+906% +$11.1K ﹤0.01% 577
2017
Q3 		$1.16K Sell
18
-56
-76% -$3.41K ﹤0.01% 968
2017
Q2 		$4.43K Sell
74
-114
-61% -$6.98K ﹤0.01% 839
2017
Q1 		$11.9K Sell
188
-35
-16% -$2.33K ﹤0.01% 674
2016
Q4 		$15.9K Buy
+223
New +$15.8K ﹤0.01% 444
2016
Q2 		$2.16M Buy
28,524
+28,196
+8,596% +$2.11M 0.27% 104
2016
Q1 		$22.4K Sell
328
-23,010
-99% -$1.54M ﹤0.01% 436
2015
Q4 		$1.58M Buy
23,338
+10,062
+76% +$724K 0.23% 118
2015
Q3 		$1.27M Buy
13,276
+10,257
+340% +$716K 0.27% 98
2015
Q2 		$309K Sell
3,019
-11,551
-79% -$902K 0.07% 215
2015
Q1 		$1.06M Buy
14,570
+3,984
+38% +$308K 0.18% 143
2014
Q4 		$852K Sell
10,586
-3,247
-23% -$269K 0.28% 97
2014
Q3 		$1.27M Buy
13,833
+11,041
+395% +$1.06M 0.25% 101
2014
Q2 		$275K Buy
2,792
+2,729
+4,332% +$256K 0.11% 148
2014
Q1 		$5.72K Sell
63
-59
-48% -$5.27K ﹤0.01% 401
2013
Q4 		$11.1K Buy
+122
New +$11.1K 0.01% 282

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

MassMutual Private Wealth & Trust's OXY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Occidental Petroleum (OXY) stake by 5.3% in Q2 2026, buying an estimated $4.83K and bringing the position to 1,688 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

MassMutual Private Wealth & Trust first reported a position in OXY in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.16M in Q2 2016. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,688 shares of Occidental Petroleum worth $82K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 85 Occidental Petroleum shares in Q2 2026, an estimated $4.83K.
  • Occidental Petroleum made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #627 holding.
  • MassMutual Private Wealth & Trust first reported a position in Occidental Petroleum in Q4 2013 and has held it in 48 quarters since.
  • MassMutual Private Wealth & Trust's Occidental Petroleum position peaked at $2.16M in Q2 2016.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.