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Poehling Capital Management’s Occidental Petroleum OXY Stock Holding History

Poehling Capital Management’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 		$4.83M Buy
99,392
+547
+0.6% +$31.1K 1.04% 30
2026
Q1 		$6.42M Sell
98,845
-417
-0.4% -$21K 1.35% 21
2025
Q4 		$4.08M Sell
99,262
-11,204
-10% -$468K 0.84% 36
2025
Q3 		$5.22M Sell
110,466
-1,068
-1% -$48.3K 1.1% 28
2025
Q2 		$4.69M Buy
111,534
+829
+0.7% +$34.6K 1.09% 26
2025
Q1 		$5.46M Buy
110,705
+2,110
+2% +$103K 1.38% 20
2024
Q4 		$5.37M Sell
108,595
-2,763
-2% -$140K 1.32% 21
2024
Q3 		$5.74M Buy
111,358
+305
+0.3% +$17.4K 1.47% 21
2024
Q2 		$7M Buy
111,053
+34
+0% +$2.18K 1.92% 12
2024
Q1 		$7.22M Buy
111,019
+63
+0.1% +$3.76K 1.93% 13
2023
Q4 		$6.63M Buy
110,956
+1,079
+1% +$65.8K 2.1% 11
2023
Q3 		$7.13M Buy
109,877
+917
+0.8% +$57.7K 2.49% 9
2023
Q2 		$6.41M Sell
108,960
-2,044
-2% -$123K 2.16% 12
2023
Q1 		$6.93M Buy
111,004
+9,976
+10% +$620K 2.34% 9
2022
Q4 		$6.36M Buy
101,028
+301
+0.3% +$20.5K 2.38% 8
2022
Q3 		$6.19M Buy
100,727
+20,230
+25% +$1.29M 2.59% 10
2022
Q2 		$4.74M Sell
80,497
-3,035
-4% -$186K 1.78% 19
2022
Q1 		$4.74M Buy
83,532
+7,851
+10% +$347K 1.46% 21
2021
Q4 		$2.19M Buy
75,681
+35,251
+87% +$1.11M 0.71% 51
2021
Q3 		$1.2M Buy
40,430
+5,361
+15% +$143K 0.4% 71
2021
Q2 		$1.1M Buy
35,069
+9,879
+39% +$265K 0.35% 79
2021
Q1 		$671K Buy
+25,190
New +$630K 0.23% 97

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Poehling Capital Management's OXY Position: Q2 2026 in Review

Poehling Capital Management increased its Occidental Petroleum (OXY) stake by 0.55% in Q2 2026, buying an estimated $31.1K and bringing the position to 99,392 shares worth $4.83M. The position accounts for 1.04% of the portfolio, ranked #30.

Poehling Capital Management first reported a position in OXY in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.22M in Q1 2024. 288 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Poehling Capital Management held 99,392 shares of Occidental Petroleum worth $4.83M as of Q2 2026.
  • Poehling Capital Management bought 547 Occidental Petroleum shares in Q2 2026, an estimated $31.1K.
  • Occidental Petroleum made up 1.04% of Poehling Capital Management's portfolio in Q2 2026, its #30 holding.
  • Poehling Capital Management first reported a position in Occidental Petroleum in Q1 2021 and has held it in 22 quarters since.
  • Poehling Capital Management's Occidental Petroleum position peaked at $7.22M in Q1 2024.
  • 288 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.