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Nvest Wealth Strategies’s Occidental Petroleum OXY Stock Holding History

Nvest Wealth Strategies’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 		$19.4K Hold
400
– – 0.01% 89
2026
Q1 		$26K Hold
400
– – 0.02% 76
2025
Q4 		$16.4K Buy
+400
New +$16.7K 0.01% 94

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Nvest Wealth Strategies's OXY Position: Q2 2026 in Review

Nvest Wealth Strategies held its Occidental Petroleum (OXY) position steady in Q2 2026 at 400 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #89.

Nvest Wealth Strategies first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $26K in Q1 2026. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Nvest Wealth Strategies held 400 shares of Occidental Petroleum worth $19.4K as of Q2 2026.
  • Nvest Wealth Strategies left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #89 holding.
  • Nvest Wealth Strategies first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Occidental Petroleum position peaked at $26K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.