Old North State Wealth Management’s Occidental Petroleum OXY Stock Holding History

Old North State Wealth Management’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	$410K	Sell	8,432 -61	-0.7%	-$3.46K	0.18%	86
2026 Q1	$552K	Buy	8,493 +2,424	+40%	+$122K	0.26%	72
2025 Q4	$250K	Buy	6,069 +1,084	+22%	+$45.2K	0.12%	108
2025 Q3	$236K	Sell	4,985 -176	-3%	-$7.95K	0.11%	113
2025 Q2	$217K	Buy	5,161 +701	+16%	+$29.3K	0.11%	115
2025 Q1	$220K	Buy	+4,460	New	+$218K	0.12%	109

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Old North State Wealth Management's OXY Position: Q2 2026 in Review

Old North State Wealth Management reduced its Occidental Petroleum (OXY) stake by 0.72% in Q2 2026, selling an estimated $3.46K and leaving 8,432 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #86.

Old North State Wealth Management first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2026. 223 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Old North State Wealth Management held 8,432 shares of Occidental Petroleum worth $410K as of Q2 2026.
Old North State Wealth Management sold 61 Occidental Petroleum shares in Q2 2026, an estimated $3.46K.
Occidental Petroleum made up 0.18% of Old North State Wealth Management's portfolio in Q2 2026, its #86 holding.
Old North State Wealth Management first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
Old North State Wealth Management's Occidental Petroleum position peaked at $552K in Q1 2026.
223 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.