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Miller Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Miller Wealth Advisors’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 		$129K Buy
951
+336
+55% +$19.1K 0.05% 26
2026
Q1 		$40K Hold
615
– – 0.02% 39
2025
Q4 		$25.3K Hold
615
– – 0.01% 48
2025
Q3 		$29.1K Hold
615
– – 0.01% 45
2025
Q2 		$25.8K Hold
615
– – 0.01% 43
2025
Q1 		$30.4K Hold
615
– – 0.02% 37
2024
Q4 		$30.4K Hold
615
– – 0.02% 37
2024
Q3 		$31.8K Sell
615
-4,572
-88% -$261K 0.02% 35
2024
Q2 		$327K Sell
5,187
-3,476
-40% -$223K 0.18% 11
2024
Q1 		$563K Sell
8,663
-23,581
-73% -$1.41M 0.34% 8
2023
Q4 		$1.93M Sell
32,244
-2,611
-7% -$159K 1.24% 7
2023
Q3 		$2.26M Sell
34,855
-6
-0% -$378 1.54% 6
2023
Q2 		$2.05M Buy
34,861
+29,603
+563% +$1.78M 1.38% 7
2023
Q1 		$136K Buy
5,258
+2,668
+103% +$166K 0.66% 12
2022
Q4 		$161K Buy
2,590
+617
+31% +$42K 0.11% 17
2022
Q3 		$116K Hold
1,973
– – 0.09% 29
2022
Q2 		$116K Buy
1,973
+176
+10% +$10.8K 0.1% 17
2022
Q1 		$102K Buy
1,797
+207
+13% +$9.15K 0.07% 20
2021
Q4 		$46K Buy
+1,590
New +$49.9K 0.03% 27

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Miller Wealth Advisors's OXY Position: Q2 2026 in Review

Miller Wealth Advisors increased its Occidental Petroleum (OXY) stake by 55% in Q2 2026, buying an estimated $19.1K and bringing the position to 951 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #26.

Miller Wealth Advisors first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q3 2023. 390 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Miller Wealth Advisors held 951 shares of Occidental Petroleum worth $129K as of Q2 2026.
  • Miller Wealth Advisors bought 336 Occidental Petroleum shares in Q2 2026, an estimated $19.1K.
  • Occidental Petroleum made up 0.05% of Miller Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Miller Wealth Advisors first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Miller Wealth Advisors's Occidental Petroleum position peaked at $2.26M in Q3 2023.
  • 390 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.