PWS
OXY icon

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
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 		$47.3K 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

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Peterson Wealth Services's OXY Position: Q2 2026 in Review

Peterson Wealth Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 1,000 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #160.

Peterson Wealth Services first reported a position in OXY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.49M in Q1 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Peterson Wealth Services held 1,000 shares of Occidental Petroleum worth $48.6K as of Q2 2026.
  • Peterson Wealth Services left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #160 holding.
  • Peterson Wealth Services first reported a position in Occidental Petroleum in Q2 2022 and has held it in 17 quarters since.
  • Peterson Wealth Services's Occidental Petroleum position peaked at $4.49M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.