Provenance Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Provenance 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	$680	Buy	+14	New	+$795	﹤0.01%	547

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Provenance Wealth Advisors opened a new position in Occidental Petroleum (OXY) in Q2 2026: 14 shares worth $680. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

448 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Provenance Wealth Advisors held 14 shares of Occidental Petroleum worth $680 as of Q2 2026.
Occidental Petroleum was a new Provenance Wealth Advisors position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #547 holding.
448 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.