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Oakworth Capital’s Occidental Petroleum OXY Stock Holding History

Oakworth Capital’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 		$12.5K Hold
258
– – ﹤0.01% 674
2026
Q1 		$16.8K Hold
258
– – ﹤0.01% 598
2025
Q4 		$10.6K Hold
258
– – ﹤0.01% 651
2025
Q3 		$12.2K Hold
258
– – ﹤0.01% 610
2025
Q2 		$10.8K Hold
258
– – ﹤0.01% 488
2025
Q1 		$12.7K Hold
258
– – ﹤0.01% 494
2024
Q4 		$12.7K Sell
258
-93
-26% -$4.7K ﹤0.01% 491
2024
Q3 		$18.1K Sell
351
-21
-6% -$1.2K ﹤0.01% 461
2024
Q2 		$23.4K Sell
372
-300
-45% -$19.2K ﹤0.01% 431
2024
Q1 		$43.7K Sell
672
-50
-7% -$2.99K ﹤0.01% 328
2023
Q4 		$43.1K Hold
722
– – ﹤0.01% 339
2023
Q3 		$46.8K Hold
722
– – ﹤0.01% 301
2023
Q2 		$42.5K Hold
722
– – ﹤0.01% 325
2023
Q1 		$45.1K Hold
722
– – ﹤0.01% 307
2022
Q4 		$45.5K Sell
722
-75
-9% -$5.11K ﹤0.01% 293
2022
Q3 		$49K Hold
797
– – 0.01% 296
2022
Q2 		$47K Sell
797
-14,980
-95% -$920K ﹤0.01% 309
2022
Q1 		$895K Sell
15,777
-74
-0.5% -$3.27K 0.08% 77
2021
Q4 		$459K Hold
15,851
– – 0.04% 115
2021
Q3 		$469K Sell
15,851
-300
-2% -$8.01K 0.05% 105
2021
Q2 		$505K Buy
16,151
+177
+1% +$4.75K 0.05% 102
2021
Q1 		$425K Sell
15,974
-560
-3% -$14K 0.05% 114
2020
Q4 		$286K Hold
16,534
– – 0.04% 132
2020
Q3 		$166K Sell
16,534
-81
-0.5% -$1.14K 0.03% 159
2020
Q2 		$304K Buy
16,615
+15,061
+969% +$237K 0.05% 113
2020
Q1 		$18K Sell
1,554
-90
-5% -$2.96K ﹤0.01% 333
2019
Q4 		$74K Sell
1,644
-76
-4% -$3.04K 0.01% 255
2019
Q3 		$77K Buy
1,720
+33
+2% +$1.56K 0.01% 243
2019
Q2 		$85K Sell
1,687
-19
-1% -$1.07K 0.02% 254
2019
Q1 		$113K Hold
1,706
– – 0.02% 221
2018
Q4 		$105K Sell
1,706
-137
-7% -$9.63K 0.02% 215
2018
Q3 		$152K Sell
1,843
-54
-3% -$4.36K 0.03% 186
2018
Q2 		$159K Buy
1,897
+75
+4% +$5.99K 0.03% 183
2018
Q1 		$141K Sell
1,822
-24
-1% -$1.68K 0.03% 179
2017
Q4 		$130K Sell
1,846
-501
-21% -$34K 0.03% 190
2017
Q3 		$140K Buy
2,347
+395
+20% +$24.1K 0.04% 190
2017
Q2 		$117K Buy
1,952
+250
+15% +$15.3K 0.03% 205
2017
Q1 		$108K Hold
1,702
– – 0.03% 209
2016
Q4 		$121K Buy
1,702
+106
+7% +$7.53K 0.04% 194
2016
Q3 		$116K Buy
1,596
+75
+5% +$5.62K 0.04% 186
2016
Q2 		$115K Buy
1,521
+100
+7% +$7.47K 0.04% 187
2016
Q1 		$97K Buy
1,421
+33
+2% +$2.21K 0.04% 169
2015
Q4 		$94K Buy
1,388
+340
+32% +$24.5K 0.04% 160
2015
Q3 		$69K Hold
1,048
– – 0.04% 128
2015
Q2 		$73K Hold
1,048
– – 0.03% 134
2015
Q1 		$84K Hold
1,048
– – 0.04% 157
2014
Q4 		$84K Sell
1,048
-44
-4% -$3.65K 0.04% 151
2014
Q3 		$109K Hold
1,092
– – 0.06% 107
2014
Q2 		$107K Sell
1,092
-40
-4% -$3.76K 0.07% 109
2014
Q1 		$103K Hold
1,132
– – 0.07% 107
2013
Q4 		$103K Buy
+1,132
New +$103K 0.07% 84

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oakworth Capital's OXY Position: Q2 2026 in Review

Oakworth Capital held its Occidental Petroleum (OXY) position steady in Q2 2026 at 258 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Oakworth Capital first reported a position in OXY in Q4 2013 and has held it in 51 quarters since. The position peaked at $895K in Q1 2022. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Oakworth Capital held 258 shares of Occidental Petroleum worth $12.5K as of Q2 2026.
  • Oakworth Capital left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #674 holding.
  • Oakworth Capital first reported a position in Occidental Petroleum in Q4 2013 and has held it in 51 quarters since.
  • Oakworth Capital's Occidental Petroleum position peaked at $895K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.