Quadrant Private Wealth Management
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Quadrant Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

Quadrant Private Wealth 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
Q3 		$2.46M Buy
+44,300
New +$2.53M 0.33% 76
2026
Q2 		– Sell
-47,992
Closed -$3.13M – 259
2026
Q1 		$3.13M Buy
47,992
+1
+0% +$50 0.48% 63
2025
Q4 		$1.99M Sell
47,991
-1,398
-3% -$58.3K 0.33% 79
2025
Q3 		$2.35M Buy
49,389
+1,815
+4% +$82K 0.43% 70
2025
Q2 		$2.01M Buy
47,574
+1,026
+2% +$42.9K 0.42% 68
2025
Q1 		$2.31M Buy
46,548
+2,509
+6% +$123K 0.58% 58
2024
Q4 		$2.19M Buy
44,039
+547
+1% +$27.6K 0.54% 57
2024
Q3 		$2.25M Buy
43,492
+7,088
+19% +$404K 0.56% 54
2024
Q2 		$2.3M Buy
36,404
+850
+2% +$54.5K 0.53% 52
2024
Q1 		$2.32M Buy
35,554
+12,029
+51% +$718K 0.59% 49
2023
Q4 		$1.41M Buy
23,525
+1,686
+8% +$103K 0.39% 67
2023
Q3 		$1.42M Buy
21,839
+3
+0% +$189 0.48% 55
2023
Q2 		$1.29M Sell
21,836
-39
-0.2% -$2.34K 0.37% 68
2023
Q1 		$1.37M Buy
21,875
+1,250
+6% +$77.7K 0.43% 65
2022
Q4 		$1.3M Buy
+20,625
New +$1.4M 0.44% 66
2022
Q2 		$1.66M Buy
28,060
+1,700
+6% +$104K 0.68% 43
2022
Q1 		$1.5M Sell
26,360
-1,098
-4% -$48.6K 0.56% 48
2021
Q4 		$796K Sell
27,458
-89
-0.3% -$2.79K 0.3% 84
2021
Q3 		$815K Sell
27,547
-618
-2% -$16.5K 0.34% 75
2021
Q2 		$881K Hold
28,165
– – 0.36% 69
2021
Q1 		$750K Buy
28,165
+933
+3% +$23.3K 0.33% 79
2020
Q4 		$471K Sell
27,232
-2,546
-9% -$34.9K 0.21% 101
2020
Q3 		$298K Sell
29,778
-2,028
-6% -$28.6K 0.15% 133
2020
Q2 		$582K Buy
31,806
+4,583
+17% +$72.2K 0.34% 71
2020
Q1 		$315K Buy
+27,223
New +$894K 0.26% 89
2019
Q3 		– Sell
-4,709
Closed -$237K – 116
2019
Q2 		$237K Hold
4,709
– – 0.22% 92
2019
Q1 		$312K Hold
4,709
– – 0.29% 74
2018
Q4 		$289K Buy
4,709
+1,446
+44% +$102K 0.31% 75
2018
Q3 		$268K Buy
3,263
+830
+34% +$67.1K 0.24% 80
2018
Q2 		$204K Buy
+2,433
New +$194K 0.2% 93

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Quadrant Private Wealth Management's OXY Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Occidental Petroleum (OXY) in Q3 2026: 44,300 shares worth $2.46M. The stake represents 0.33% of the portfolio and ranks #76 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in OXY as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in OXY in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.13M in Q1 2026. 579 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Quadrant Private Wealth Management held 44,300 shares of Occidental Petroleum worth $2.46M as of Q3 2026.
  • Occidental Petroleum was a new Quadrant Private Wealth Management position in Q3 2026.
  • Occidental Petroleum made up 0.33% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Quadrant Private Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and has held it in 30 quarters since.
  • Quadrant Private Wealth Management's Occidental Petroleum position peaked at $3.13M in Q1 2026.
  • 579 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.