NWF Advisory Services’s Occidental Petroleum OXY Stock Holding History

NWF 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 Q3	$13.8M	Sell	249,330 -6,195	-2%	-$354K	1.28%	19
2026 Q2	$12.4M	Buy	255,525 +9,572	+4%	+$544K	1.17%	20
2026 Q1	$16M	Buy	245,953 +20,963	+9%	+$1.05M	1.81%	10
2025 Q4	$9.25M	Buy	224,990 +16,145	+8%	+$674K	1.02%	25
2025 Q3	$9.9M	Buy	208,845 +8,850	+4%	+$400K	1.08%	26
2025 Q2	$8.4M	Buy	199,995 +9,517	+5%	+$398K	1%	27
2025 Q1	$9.4M	Sell	190,478 -7,098	-4%	-$347K	1.32%	20
2024 Q4	$9.8M	Buy	197,576 +43,059	+28%	+$2.17M	1.44%	21
2024 Q3	$7.96M	Buy	154,517 +49,210	+47%	+$2.81M	1.16%	23
2024 Q2	$6.64M	Buy	105,307 +6,340	+6%	+$407K	1.06%	27
2024 Q1	$6.43M	Buy	98,967 +23,225	+31%	+$1.39M	1.07%	26
2023 Q4	$4.52M	Buy	75,742 +13,334	+21%	+$814K	0.9%	28
2023 Q3	$4.05M	Buy	62,408 +4,480	+8%	+$282K	0.95%	25
2023 Q2	$3.41M	Hold	57,928	–	–	0.79%	30
2023 Q1	$3.41M	Buy	+57,928	New	+$3.6M	0.79%	30

Other funds holding OXY

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

NWF Advisory Services's OXY Position: Q3 2026 in Review

NWF Advisory Services reduced its Occidental Petroleum (OXY) stake by 2.4% in Q3 2026, selling an estimated $354K and leaving 249,330 shares worth $13.8M. The position accounts for 1.28% of the portfolio, ranked #19.

NWF Advisory Services first reported a position in OXY in Q1 2023 and has held it in 15 quarters since. The position peaked at $16M in Q1 2026. 182 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

NWF Advisory Services held 249,330 shares of Occidental Petroleum worth $13.8M as of Q3 2026.
NWF Advisory Services sold 6,195 Occidental Petroleum shares in Q3 2026, an estimated $354K.
Occidental Petroleum made up 1.28% of NWF Advisory Services's portfolio in Q3 2026, its #19 holding.
NWF Advisory Services first reported a position in Occidental Petroleum in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Occidental Petroleum position peaked at $16M in Q1 2026.
182 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.