Peterson Wealth Services’s Occidental Petroleum OXY Stock Holding History

Peterson Wealth 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	$55.3K	Hold	1,000	–	–	0.01%	152
2026 Q2	$48.6K	Hold	1,000	–	–	0.01%	160
2026 Q1	$65K	Hold	1,000	–	–	0.02%	158
2025 Q4	$41.1K	Sell	1,000 -14,986	-94%	-$625K	0.01%	154
2025 Q3	$47.2K	Buy	15,986 +14,986	+1,499%	+$677K	0.01%	159
2025 Q2	$42K	Hold	1,000	–	–	0.01%	157
2025 Q1	$49.4K	Hold	1,000	–	–	0.02%	155
2024 Q4	$49.4K	Sell	1,000 -73,231	-99%	-$3.7M	0.01%	152
2024 Q3	$3.83M	Buy	74,231 +3,993	+6%	+$228K	1.22%	23
2024 Q2	$4.43M	Buy	70,238 +1,084	+2%	+$69.5K	1.55%	16
2024 Q1	$4.49M	Buy	69,154 +28,843	+72%	+$1.72M	1.64%	17
2023 Q4	$2.41M	Buy	40,311 +210	+0.5%	+$12.8K	1.03%	31
2023 Q3	$2.6M	Buy	40,101 +8,870	+28%	+$558K	1.95%	22
2023 Q2	$1.84M	Buy	31,231 +1,433	+5%	+$86K	0.88%	39
2023 Q1	$1.86M	Buy	29,798 +4,276	+17%	+$266K	0.96%	40
2022 Q4	$1.61M	Buy	25,522 +1,231	+5%	+$83.8K	0.92%	38
2022 Q3	$1.49M	Buy	24,291 +798	+3%	+$51.1K	1.06%	35
2022 Q2	$1.38M	Buy	+23,493	New	+$1.44M	1%	37

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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAA

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Peterson Wealth Services's OXY Position: Q3 2026 in Review

Peterson Wealth Services held its Occidental Petroleum (OXY) position steady in Q3 2026 at 1,000 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #152.

Peterson Wealth Services first reported a position in OXY in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.49M in Q1 2024. 533 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Peterson Wealth Services held 1,000 shares of Occidental Petroleum worth $55.3K as of Q3 2026.
Peterson Wealth Services left its Occidental Petroleum share count unchanged in Q3 2026.
Occidental Petroleum made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #152 holding.
Peterson Wealth Services first reported a position in Occidental Petroleum in Q2 2022 and has held it in 18 quarters since.
Peterson Wealth Services's Occidental Petroleum position peaked at $4.49M in Q1 2024.
533 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.