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Perpetual Ltd’s Occidental Petroleum OXY Stock Holding History

Perpetual Ltd’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 		$704K Buy
14,492
+9,043
+166% +$513K 0.01% 275
2026
Q1 		$354K Buy
+5,449
New +$274K 0.01% 368
2020
Q3 		$101K Hold
10,100
– – 0.01% 307
2020
Q2 		$185K Buy
+10,100
New +$159K 0.02% 196
2020
Q1 		– Sell
-10,100
Closed -$415K – 232
2019
Q4 		$415K Hold
10,100
– – 0.06% 113
2019
Q3 		$449K Hold
10,100
– – 0.07% 103
2019
Q2 		$508K Sell
10,100
-10,700
-51% -$602K 0.08% 95
2019
Q1 		$1.38M Hold
20,800
– – 0.2% 61
2018
Q4 		$1.26M Buy
20,800
+4,100
+25% +$288K 0.19% 64
2018
Q3 		$1.37M Buy
16,700
+12,100
+263% +$978K 0.18% 67
2018
Q2 		$386K Sell
4,600
-225,500
-98% -$18M 0.05% 122
2018
Q1 		$14.9M Buy
230,100
+52,000
+29% +$3.64M 2.04% 14
2017
Q4 		$13.1M Buy
178,100
+9,300
+6% +$631K 1.69% 22
2017
Q3 		$10.9M Sell
168,800
-7,400
-4% -$451K 1.52% 24
2017
Q2 		$10.5M Buy
176,200
+52,500
+42% +$3.21M 0.82% 35
2017
Q1 		$7.83M Buy
+123,700
New +$8.23M 0.78% 41
2016
Q4 		– Sell
-11,500
Closed -$839K – 198
2016
Q3 		$839K Buy
11,500
+600
+6% +$44.9K 0.07% 176
2016
Q2 		$824K Buy
+10,900
New +$815K 0.08% 141
2016
Q1 		– Sell
-4,027
Closed -$272K – 201
2015
Q4 		$272K Sell
4,027
-157,477
-98% -$11.3M 0.03% 154
2015
Q3 		$10.7M Sell
161,504
-15,526
-9% -$1.08M 1.27% 22
2015
Q2 		$13.7M Buy
177,030
+1,603
+0.9% +$125K 1.58% 16
2015
Q1 		$12.8M Buy
175,427
+111,690
+175% +$8.64M 1.44% 15
2014
Q4 		$5.13M Buy
63,737
+16,319
+34% +$1.35M 0.6% 65
2014
Q3 		$4.37M Buy
47,418
+24,529
+107% +$2.35M 0.47% 69
2014
Q2 		$2.25M Buy
22,889
+1,044
+5% +$98.1K 0.2% 100
2014
Q1 		$1.99M Sell
21,845
-5,219
-19% -$466K 0.29% 89
2013
Q4 		$2.47M Buy
27,064
+7,306
+37% +$667K 0.32% 72
2013
Q3 		$1.77M Buy
19,758
+2,088
+12% +$179K 0.25% 89
2013
Q2 		$1.51M Buy
+17,670
New +$1.49M 0.23% 93

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Perpetual Ltd's OXY Position: Q2 2026 in Review

Perpetual Ltd increased its Occidental Petroleum (OXY) stake by 166% in Q2 2026, buying an estimated $513K and bringing the position to 14,492 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #275.

Perpetual Ltd first reported a position in OXY in Q2 2013 and has held it in 29 quarters since. The position peaked at $14.9M in Q1 2018. 390 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Perpetual Ltd held 14,492 shares of Occidental Petroleum worth $704K as of Q2 2026.
  • Perpetual Ltd bought 9,043 Occidental Petroleum shares in Q2 2026, an estimated $513K.
  • Occidental Petroleum made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #275 holding.
  • Perpetual Ltd first reported a position in Occidental Petroleum in Q2 2013 and has held it in 29 quarters since.
  • Perpetual Ltd's Occidental Petroleum position peaked at $14.9M in Q1 2018.
  • 390 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.