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Miller Financial Services’s Occidental Petroleum OXY Stock Holding History

Miller Financial Services’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 		$211K Sell
4,348
-130
-3% -$7.38K 0.17% 123
2026
Q1 		$291K Buy
+4,478
New +$225K 0.32% 88
2025
Q4 		– Sell
-4,675
Closed -$221K – 123
2025
Q3 		$221K Buy
+4,675
New +$211K 0.26% 98

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

Miller Financial Services's OXY Position: Q2 2026 in Review

Miller Financial Services reduced its Occidental Petroleum (OXY) stake by 2.9% in Q2 2026, selling an estimated $7.38K and leaving 4,348 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #123.

Miller Financial Services first reported a position in OXY in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q1 2026. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Miller Financial Services held 4,348 shares of Occidental Petroleum worth $211K as of Q2 2026.
  • Miller Financial Services sold 130 Occidental Petroleum shares in Q2 2026, an estimated $7.38K.
  • Occidental Petroleum made up 0.17% of Miller Financial Services's portfolio in Q2 2026, its #123 holding.
  • Miller Financial Services first reported a position in Occidental Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Miller Financial Services's Occidental Petroleum position peaked at $291K in Q1 2026.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.