Pinnacle Wealth Planning Services
OXY icon

Pinnacle Wealth Planning Services’s Occidental Petroleum OXY Stock Holding History

Pinnacle Wealth Planning 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 		$198K Buy
3,573
+25
+0.7% +$1.43K 0.02% 503
2026
Q2 		$172K Sell
3,548
-50
-1% -$2.84K 0.02% 587
2026
Q1 		$234K Sell
3,598
-162
-4% -$8.15K 0.02% 425
2025
Q4 		$155K Sell
3,760
-1,482
-28% -$61.8K 0.02% 574
2025
Q3 		$248K Sell
5,242
-746
-12% -$33.7K 0.03% 380
2025
Q2 		$252K Buy
5,988
+1,560
+35% +$65.2K 0.03% 347
2025
Q1 		$219K Buy
+4,428
New +$216K 0.03% 338
2024
Q4 		– Sell
-5,736
Closed -$296K – 518
2024
Q3 		$296K Buy
5,736
+722
+14% +$41.2K 0.04% 311
2024
Q2 		$316K Sell
5,014
-46
-0.9% -$2.95K 0.05% 277
2024
Q1 		$329K Buy
5,060
+4
+0.1% +$239 0.05% 276
2023
Q4 		$302K Sell
5,056
-35
-0.7% -$2.14K 0.05% 269
2023
Q3 		$330K Sell
5,091
-8
-0.2% -$503 0.05% 235
2023
Q2 		$300K Buy
5,099
+97
+2% +$5.82K 0.05% 259
2023
Q1 		$312K Buy
5,002
+104
+2% +$6.46K 0.05% 261
2022
Q4 		$309K Buy
4,898
+261
+6% +$17.8K 0.05% 259
2022
Q3 		$285K Buy
4,637
+50
+1% +$3.2K 0.05% 252
2022
Q2 		$270K Buy
4,587
+233
+5% +$14.3K 0.05% 268
2022
Q1 		$247K Buy
+4,354
New +$193K 0.05% 320
2021
Q1 		– Sell
-3,867
Closed -$67K – 1466
2020
Q4 		$67K Buy
+3,867
New +$53K 0.02% 656

Other funds holding OXY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's OXY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Occidental Petroleum (OXY) stake by 0.7% in Q3 2026, buying an estimated $1.43K and bringing the position to 3,573 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #503.

Pinnacle Wealth Planning Services first reported a position in OXY in Q4 2020 and has held it in 19 quarters since. The position peaked at $330K in Q3 2023. 604 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,573 shares of Occidental Petroleum worth $198K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 25 Occidental Petroleum shares in Q3 2026, an estimated $1.43K.
  • Occidental Petroleum made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #503 holding.
  • Pinnacle Wealth Planning Services first reported a position in Occidental Petroleum in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Occidental Petroleum position peaked at $330K in Q3 2023.
  • 604 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.