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MOTCO’s Occidental Petroleum OXY Stock Holding History

MOTCO’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 		$729 Buy
+15
New +$852 ﹤0.01% 622
2025
Q2 		– Sell
-190
Closed -$9.38K – 671
2025
Q1 		$9.38K Buy
+190
New +$9.28K ﹤0.01% 430
2024
Q4 		– Sell
-144
Closed -$7.42K – 557
2024
Q3 		$7.42K Sell
144
-221
-61% -$12.6K ﹤0.01% 497
2024
Q2 		$23K Buy
365
+322
+749% +$20.6K ﹤0.01% 487
2024
Q1 		$2.79K Sell
43
-3
-7% -$179 ﹤0.01% 596
2023
Q4 		$2.75K Hold
46
– – ﹤0.01% 563
2023
Q3 		$2.98K Sell
46
-10
-18% -$629 ﹤0.01% 601
2023
Q2 		$3.29K Sell
56
-219
-80% -$13.1K ﹤0.01% 594
2023
Q1 		$17.2K Hold
275
– – ﹤0.01% 426
2022
Q4 		$17.3K Sell
275
-168
-38% -$11.4K ﹤0.01% 435
2022
Q3 		$27K Buy
443
+400
+930% +$25.6K ﹤0.01% 419
2022
Q2 		$3K Sell
43
-36
-46% -$2.21K ﹤0.01% 527
2022
Q1 		$4K Hold
79
– – ﹤0.01% 546
2021
Q4 		$2K Hold
79
– – ﹤0.01% 556
2021
Q3 		$2K Hold
79
– – ﹤0.01% 584
2021
Q2 		$2K Hold
79
– – ﹤0.01% 607
2021
Q1 		$2K Sell
79
-95
-55% -$2.38K ﹤0.01% 554
2020
Q4 		$3K Sell
174
-1,278
-88% -$17.5K ﹤0.01% 645
2020
Q3 		$15K Hold
1,452
– – ﹤0.01% 436
2020
Q2 		$27K Buy
1,452
+565
+64% +$8.9K ﹤0.01% 364
2020
Q1 		$10K Sell
887
-76
-8% -$2.5K ﹤0.01% 445
2019
Q4 		$40K Sell
963
-195
-17% -$7.81K ﹤0.01% 339
2019
Q3 		$51K Sell
1,158
-51,143
-98% -$2.42M ﹤0.01% 325
2019
Q2 		$2.63M Buy
52,301
+3,984
+8% +$224K 0.25% 113
2019
Q1 		$3.2M Sell
48,317
-41,511
-46% -$2.74M 0.32% 104
2018
Q4 		$5.51M Buy
89,828
+3,219
+4% +$226K 0.61% 42
2018
Q3 		$7.12M Buy
86,609
+562
+0.7% +$45.4K 0.71% 34
2018
Q2 		$7.2M Sell
86,047
-4,246
-5% -$339K 0.74% 31
2018
Q1 		$5.87M Buy
90,293
+1,279
+1% +$89.5K 0.6% 48
2017
Q4 		$6.56M Sell
89,014
-1,916
-2% -$130K 0.66% 40
2017
Q3 		$5.84M Buy
90,930
+4,386
+5% +$267K 0.6% 48
2017
Q2 		$5.18M Buy
86,544
+3,876
+5% +$237K 0.54% 55
2017
Q1 		$5.24M Buy
82,668
+727
+0.9% +$48.4K 0.57% 49
2016
Q4 		$5.84M Buy
81,941
+3,428
+4% +$243K 0.65% 42
2016
Q3 		$5.73M Sell
78,513
-1,924
-2% -$144K 0.64% 43
2016
Q2 		$6.08M Sell
80,437
-1,982
-2% -$148K 0.67% 40
2016
Q1 		$5.64M Buy
82,419
+1,714
+2% +$115K 0.64% 47
2015
Q4 		$5.45M Buy
80,705
+1,959
+2% +$141K 0.65% 46
2015
Q3 		$5.2M Buy
78,746
+34,470
+78% +$2.41M 0.63% 49
2015
Q2 		$3.44M Buy
44,276
+2,125
+5% +$166K 0.39% 83
2015
Q1 		$3.07M Sell
42,151
-2,084
-5% -$161K 0.34% 93
2014
Q4 		$3.56M Sell
44,235
-493
-1% -$40.9K 0.38% 84
2014
Q3 		$4.12M Buy
44,728
+251
+0.6% +$24.1K 0.43% 79
2014
Q2 		$4.37M Buy
44,477
+867
+2% +$81.5K 0.48% 73
2014
Q1 		$3.98M Buy
43,610
+894
+2% +$79.9K 0.46% 77
2013
Q4 		$3.89M Buy
42,716
+1,057
+3% +$96.5K 0.45% 76
2013
Q3 		$3.73M Buy
41,659
+951
+2% +$81.7K 0.46% 71
2013
Q2 		$3.48M Buy
+40,708
New +$3.44M 0.44% 70

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

MOTCO's OXY Position: Q2 2026 in Review

MOTCO opened a new position in Occidental Petroleum (OXY) in Q2 2026: 15 shares worth $729. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: MOTCO previously reported a position in OXY as recently as Q1 2025.

MOTCO first reported a position in OXY in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.2M in Q2 2018. 475 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • MOTCO held 15 shares of Occidental Petroleum worth $729 as of Q2 2026.
  • Occidental Petroleum was a new MOTCO position in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #622 holding.
  • MOTCO first reported a position in Occidental Petroleum in Q2 2013 and has held it in 48 quarters since.
  • MOTCO's Occidental Petroleum position peaked at $7.2M in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.