MB, Levis & Associates’s Occidental Petroleum OXY Stock Holding History

MB, Levis & Associates’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	$58.2K	Buy	1,052 +5	+0.5%	+$286	0.02%	102
2026 Q2	$50.8K	Buy	1,047 +5	+0.5%	+$284	0.02%	106
2026 Q1	$67.7K	Buy	1,042 +6	+0.6%	+$302	0.03%	94
2025 Q4	$42.6K	Buy	1,036 +6	+0.6%	+$250	0.02%	108
2025 Q3	$48.7K	Buy	1,030 +5	+0.5%	+$226	0.02%	103
2025 Q2	$43.1K	Buy	1,025 +7	+0.7%	+$293	0.02%	126
2025 Q1	$50.3K	Buy	1,018 +4	+0.4%	+$195	0.02%	119
2024 Q4	$50.1K	Buy	1,014 +4	+0.4%	+$202	0.03%	116
2024 Q3	$52.1K	Buy	1,010 +4	+0.4%	+$228	0.03%	119
2024 Q2	$63.4K	Buy	1,006 +3	+0.3%	+$192	0.03%	105
2024 Q1	$65.2K	Buy	1,003 +3	+0.3%	+$179	0.04%	106
2023 Q4	$59.7K	Hold	1,000	–	–	0.03%	106
2023 Q3	$64.9K	Hold	1,000	–	–	0.04%	100
2023 Q2	$58.8K	Hold	1,000	–	–	0.04%	107
2023 Q1	$62.4K	Hold	1,000	–	–	0.04%	102
2022 Q4	$63K	Buy	+1,000	New	+$68.1K	0.05%	95

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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 San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

MB, Levis & Associates's OXY Position: Q3 2026 in Review

MB, Levis & Associates increased its Occidental Petroleum (OXY) stake by 0.48% in Q3 2026, buying an estimated $286 and bringing the position to 1,052 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #102.

MB, Levis & Associates first reported a position in OXY in Q4 2022 and has held it in 16 quarters since. The position peaked at $67.7K in Q1 2026. 395 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

MB, Levis & Associates held 1,052 shares of Occidental Petroleum worth $58.2K as of Q3 2026.
MB, Levis & Associates bought 5 Occidental Petroleum shares in Q3 2026, an estimated $286.
Occidental Petroleum made up 0.02% of MB, Levis & Associates's portfolio in Q3 2026, its #102 holding.
MB, Levis & Associates first reported a position in Occidental Petroleum in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Occidental Petroleum position peaked at $67.7K in Q1 2026.
395 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.