McHugh Group’s Occidental Petroleum OXY Stock Holding History

McHugh 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	$335K	Sell	6,058 -6,450	-52%	-$369K	0.16%	66
2026 Q2	$608K	Sell	12,508 -2,725	-18%	-$155K	0.31%	49
2026 Q1	$990K	Hold	15,233	–	–	0.59%	37
2025 Q4	$626K	Sell	15,233 -750	-5%	-$31.3K	0.36%	45
2025 Q3	$755K	Hold	15,983	–	–	0.45%	33
2025 Q2	$671K	Sell	15,983 -3,000	-16%	-$125K	0.45%	35
2025 Q1	$937K	Hold	18,983	–	–	0.71%	24
2024 Q4	$938K	Buy	+18,983	New	+$959K	0.7%	25

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

McHugh Group's OXY Position: Q3 2026 in Review

McHugh Group reduced its Occidental Petroleum (OXY) stake by 52% in Q3 2026, selling an estimated $369K and leaving 6,058 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #66.

McHugh Group first reported a position in OXY in Q4 2024 and has held it in 8 quarters since. The position peaked at $990K in Q1 2026. 477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

McHugh Group held 6,058 shares of Occidental Petroleum worth $335K as of Q3 2026.
McHugh Group sold 6,450 Occidental Petroleum shares in Q3 2026, an estimated $369K.
Occidental Petroleum made up 0.16% of McHugh Group's portfolio in Q3 2026, its #66 holding.
McHugh Group first reported a position in Occidental Petroleum in Q4 2024 and has held it in 8 quarters since.
McHugh Group's Occidental Petroleum position peaked at $990K in Q1 2026.
477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.