Physician Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Physician Wealth Advisors’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	$11.1K	Buy	229 +114	+99%	+$6.47K	﹤0.01%	843
2026 Q1	$7.47K	Buy	115 +57	+98%	+$2.87K	﹤0.01%	880
2025 Q4	$2.38K	Sell	58 -267	-82%	-$11.1K	﹤0.01%	1214
2025 Q3	$15.4K	Buy	325 +167	+106%	+$7.55K	﹤0.01%	637
2025 Q2	$6.64K	Buy	+158	New	+$6.6K	﹤0.01%	731
2025 Q1	–	Sell	-29	Closed	-$1.43K	–	1502
2024 Q4	$1.43K	Buy	+29	New	+$1.47K	﹤0.01%	883

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

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 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

Physician Wealth Advisors's OXY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Occidental Petroleum (OXY) stake by 99% in Q2 2026, buying an estimated $6.47K and bringing the position to 229 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Physician Wealth Advisors first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4K in Q3 2025. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Physician Wealth Advisors held 229 shares of Occidental Petroleum worth $11.1K as of Q2 2026.
Physician Wealth Advisors bought 114 Occidental Petroleum shares in Q2 2026, an estimated $6.47K.
Occidental Petroleum made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #843 holding.
Physician Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Occidental Petroleum position peaked at $15.4K in Q3 2025.
250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.