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N.E.W. Advisory Services’s Occidental Petroleum OXY Stock Holding History

N.E.W. Advisory 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 		$3.01K Hold
62
– – ﹤0.01% 803
2026
Q1 		$4.01K Sell
62
-14
-18% -$704 ﹤0.01% 763
2025
Q4 		$3.14K Hold
76
– – ﹤0.01% 753
2025
Q3 		$3.59K Hold
76
– – ﹤0.01% 696
2025
Q2 		$3.18K Buy
76
+55
+262% +$2.3K ﹤0.01% 702
2025
Q1 		$1.01K Buy
+21
New +$1.02K ﹤0.01% 857

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

N.E.W. Advisory Services's OXY Position: Q2 2026 in Review

N.E.W. Advisory Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 62 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

N.E.W. Advisory Services first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.01K in Q1 2026. 798 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • N.E.W. Advisory Services held 62 shares of Occidental Petroleum worth $3.01K as of Q2 2026.
  • N.E.W. Advisory Services left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #803 holding.
  • N.E.W. Advisory Services first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Occidental Petroleum position peaked at $4.01K in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.