Mather Group
OXY icon

Mather Group’s Occidental Petroleum OXY Stock Holding History

Mather Group’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
Q3 		$794K Buy
14,355
+1,675
+13% +$95.7K 0.01% 431
2026
Q2 		$616K Buy
12,680
+1,359
+12% +$77.2K 0.01% 487
2026
Q1 		$736K Buy
11,321
+71
+0.6% +$3.57K 0.01% 399
2025
Q4 		$463K Sell
11,250
-1,097
-9% -$45.8K ﹤0.01% 421
2025
Q3 		$583K Buy
12,347
+134
+1% +$6.06K 0.01% 377
2025
Q2 		$513K Buy
12,213
+1,006
+9% +$42K 0.01% 386
2025
Q1 		$553K Sell
11,207
-3,906
-26% -$191K 0.01% 358
2024
Q4 		$747K Buy
15,113
+3,369
+29% +$170K 0.01% 272
2024
Q3 		$605K Sell
11,744
-5,347
-31% -$305K 0.01% 327
2024
Q2 		$1.11M Sell
17,091
-789
-4% -$50.6K 0.01% 251
2024
Q1 		$1.07M Sell
17,880
-52
-0.3% -$3.11K 0.02% 214
2023
Q4 		$1.07M Buy
17,932
+1,112
+7% +$67.9K 0.02% 221
2023
Q3 		$1.09M Sell
16,820
-515
-3% -$32.4K 0.02% 203
2023
Q2 		$1.02M Buy
17,335
+5,311
+44% +$319K 0.02% 230
2023
Q1 		$751K Sell
12,024
-1,044
-8% -$64.9K 0.01% 257
2022
Q4 		$823K Buy
13,068
+1,159
+10% +$78.9K 0.02% 240
2022
Q3 		$732K Buy
11,909
+807
+7% +$51.7K 0.02% 235
2022
Q2 		$654K Sell
11,102
-1,772
-14% -$109K 0.01% 223
2022
Q1 		$731K Buy
+12,874
New +$569K 0.01% 212

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Mather Group's OXY Position: Q3 2026 in Review

Mather Group increased its Occidental Petroleum (OXY) stake by 13% in Q3 2026, buying an estimated $95.7K and bringing the position to 14,355 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #431.

Mather Group first reported a position in OXY in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.11M in Q2 2024. 293 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Mather Group held 14,355 shares of Occidental Petroleum worth $794K as of Q3 2026.
  • Mather Group bought 1,675 Occidental Petroleum shares in Q3 2026, an estimated $95.7K.
  • Occidental Petroleum made up 0.01% of Mather Group's portfolio in Q3 2026, its #431 holding.
  • Mather Group first reported a position in Occidental Petroleum in Q1 2022 and has held it in 19 quarters since.
  • Mather Group's Occidental Petroleum position peaked at $1.11M in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.