Net Worth Advisory Group
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Net Worth Advisory Group’s Occidental Petroleum OXY Stock Holding History

Net Worth Advisory Group’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
Q3 		$1.03M Sell
17,758
-1,629
-8% -$93.1K 0.26% 79
2026
Q2 		$942K Buy
19,387
+69
+0.4% +$3.92K 0.24% 87
2026
Q1 		$1.26M Sell
19,318
-327
-2% -$16.4K 0.26% 74
2025
Q4 		$808K Buy
19,645
+7,766
+65% +$324K 0.16% 131
2025
Q3 		$561K Sell
11,879
-3,701
-24% -$167K 0.16% 146
2025
Q2 		$655K Buy
15,580
+3,541
+29% +$148K 0.15% 153
2025
Q1 		$594K Buy
12,039
+81
+0.7% +$3.96K 0.19% 131
2024
Q4 		$591K Sell
11,958
-3,078
-20% -$155K 0.18% 143
2024
Q3 		$775K Buy
+15,036
New +$858K 0.23% 93

Other funds holding OXY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Net Worth Advisory Group's OXY Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Occidental Petroleum (OXY) stake by 8.4% in Q3 2026, selling an estimated $93.1K and leaving 17,758 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #79.

Net Worth Advisory Group first reported a position in OXY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q1 2026. 825 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Net Worth Advisory Group held 17,758 shares of Occidental Petroleum worth $1.03M as of Q3 2026.
  • Net Worth Advisory Group sold 1,629 Occidental Petroleum shares in Q3 2026, an estimated $93.1K.
  • Occidental Petroleum made up 0.26% of Net Worth Advisory Group's portfolio in Q3 2026, its #79 holding.
  • Net Worth Advisory Group first reported a position in Occidental Petroleum in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Occidental Petroleum position peaked at $1.26M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.