Mission Wealth Management’s Occidental Petroleum OXY Stock Holding History

Mission Wealth Management’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	$452K	Buy	+9,297	New	+$528K	0.01%	719
2025 Q2	–	Sell	-5,693	Closed	-$281K	–	704
2025 Q1	$281K	Sell	5,693 -132	-2%	-$6.45K	0.01%	567
2024 Q4	$288K	Sell	5,825 -209	-3%	-$10.6K	0.01%	553
2024 Q3	$311K	Buy	6,034 +1,783	+42%	+$102K	0.01%	541
2024 Q2	$268K	Sell	4,251 -614	-13%	-$39.4K	0.01%	555
2024 Q1	$316K	Buy	4,865 +1,251	+35%	+$74.7K	0.01%	539
2023 Q4	$216K	Buy	3,614 +309	+9%	+$18.9K	0.01%	530
2023 Q3	$214K	Buy	+3,305	New	+$208K	0.01%	510
2019 Q2	–	Sell	-3,750	Closed	-$248K	–	331
2019 Q1	$248K	Buy	3,750 +14	+0.4%	+$922	0.03%	265
2018 Q4	$229K	Buy	3,736 +90	+2%	+$6.33K	0.03%	238
2018 Q3	$300K	Hold	3,646	–	–	0.04%	212
2018 Q2	$305K	Buy	+3,646	New	+$291K	0.05%	193

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mission Wealth Management's OXY Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 9,297 shares worth $452K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in OXY as recently as Q1 2025.

Mission Wealth Management first reported a position in OXY in Q2 2018 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Mission Wealth Management held 9,297 shares of Occidental Petroleum worth $452K as of Q2 2026.
Occidental Petroleum was a new Mission Wealth Management position in Q2 2026.
Occidental Petroleum made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #719 holding.
Mission Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.