Oak Harvest Investment Services’s Occidental Petroleum OXY Stock Holding History

Oak Harvest Investment 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	$280K	Sell	5,770 -2,580	-31%	-$147K	0.03%	142
2026 Q1	$543K	Buy	8,350 +2,979	+55%	+$150K	0.06%	120
2025 Q4	$221K	Sell	5,371 -9,531	-64%	-$398K	0.02%	159
2025 Q3	$704K	Buy	14,902 +9,544	+178%	+$431K	0.08%	120
2025 Q2	$225K	Hold	5,358	–	–	0.03%	148
2025 Q1	$264K	Hold	5,358	–	–	0.04%	125
2024 Q4	$265K	Buy	+5,358	New	+$271K	0.04%	137

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Oak Harvest Investment Services's OXY Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Occidental Petroleum (OXY) stake by 31% in Q2 2026, selling an estimated $147K and leaving 5,770 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #142.

Oak Harvest Investment Services first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $704K in Q3 2025. 359 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Oak Harvest Investment Services held 5,770 shares of Occidental Petroleum worth $280K as of Q2 2026.
Oak Harvest Investment Services sold 2,580 Occidental Petroleum shares in Q2 2026, an estimated $147K.
Occidental Petroleum made up 0.03% of Oak Harvest Investment Services's portfolio in Q2 2026, its #142 holding.
Oak Harvest Investment Services first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
Oak Harvest Investment Services's Occidental Petroleum position peaked at $704K in Q3 2025.
359 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.