Moss Adams Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Moss Adams 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	$282K	Buy	5,787 +1,395	+32%	+$79.2K	0.02%	230
2026 Q1	$288K	Sell	4,392 -4,090	-48%	-$206K	0.02%	212
2025 Q4	$351K	Sell	8,482 -21	-0.2%	-$876	0.03%	177
2025 Q3	$404K	Buy	8,503 +54	+0.6%	+$2.44K	0.03%	156
2025 Q2	$357K	Sell	8,449 -229	-3%	-$9.57K	0.03%	171
2025 Q1	$430K	Sell	8,678 -235	-3%	-$11.5K	0.05%	121
2024 Q4	$442K	Buy	8,913 +773	+9%	+$39K	0.05%	111
2024 Q3	$421K	Buy	8,140 +1,364	+20%	+$77.8K	0.05%	108
2024 Q2	$429K	Buy	6,776 +3	+0%	+$192	0.06%	95
2024 Q1	$442K	Buy	+6,773	New	+$405K	0.07%	82

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

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 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

Moss Adams Wealth Advisors's OXY Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Occidental Petroleum (OXY) stake by 32% in Q2 2026, buying an estimated $79.2K and bringing the position to 5,787 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #230.

Moss Adams Wealth Advisors first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $442K in Q4 2024. 363 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Moss Adams Wealth Advisors held 5,787 shares of Occidental Petroleum worth $282K as of Q2 2026.
Moss Adams Wealth Advisors bought 1,395 Occidental Petroleum shares in Q2 2026, an estimated $79.2K.
Occidental Petroleum made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #230 holding.
Moss Adams Wealth Advisors first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
Moss Adams Wealth Advisors's Occidental Petroleum position peaked at $442K in Q4 2024.
363 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.