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PKO Investment Management Joint-Stock’s Occidental Petroleum OXY Stock Holding History

PKO Investment Management Joint-Stock’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 		$1.2M Sell
24,650
-1,900
-7% -$108K 0.09% 159
2026
Q1 		$1.73M Buy
26,550
+8,200
+45% +$412K 0.15% 122
2025
Q4 		$755K Hold
18,350
– – 0.06% 176
2025
Q3 		$867K Sell
18,350
-4,700
-20% -$212K 0.07% 149
2025
Q2 		$968K Sell
23,050
-1,100
-5% -$46K 0.1% 129
2025
Q1 		$1.19M Buy
24,150
+1,000
+4% +$48.8K 0.14% 113
2024
Q4 		$1.14M Hold
23,150
– – 0.14% 98
2024
Q3 		$1.19M Hold
23,150
– – 0.15% 95
2024
Q2 		$1.46M Sell
23,150
-6,700
-22% -$430K 0.18% 95
2024
Q1 		$1.95M Hold
29,850
– – 0.23% 82
2023
Q4 		$1.78M Hold
29,850
– – 0.22% 74
2023
Q3 		$1.94M Sell
29,850
-12,700
-30% -$799K 0.26% 65
2023
Q2 		$2.5M Sell
42,550
-4,950
-10% -$297K 0.31% 60
2023
Q1 		$2.97M Hold
47,500
– – 0.39% 52
2022
Q4 		$2.99M Buy
47,500
+5,000
+12% +$341K 0.44% 45
2022
Q3 		$2.61M Buy
+42,500
New +$2.72M 0.44% 48

Other funds holding OXY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PKO Investment Management Joint-Stock's OXY Position: Q2 2026 in Review

PKO Investment Management Joint-Stock reduced its Occidental Petroleum (OXY) stake by 7.2% in Q2 2026, selling an estimated $108K and leaving 24,650 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #159.

PKO Investment Management Joint-Stock first reported a position in OXY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.99M in Q4 2022. 622 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • PKO Investment Management Joint-Stock held 24,650 shares of Occidental Petroleum worth $1.2M as of Q2 2026.
  • PKO Investment Management Joint-Stock sold 1,900 Occidental Petroleum shares in Q2 2026, an estimated $108K.
  • Occidental Petroleum made up 0.09% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #159 holding.
  • PKO Investment Management Joint-Stock first reported a position in Occidental Petroleum in Q3 2022 and has held it in 16 quarters since.
  • PKO Investment Management Joint-Stock's Occidental Petroleum position peaked at $2.99M in Q4 2022.
  • 622 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.