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Retirement Wealth Solutions’s Occidental Petroleum OXY Stock Holding History

Retirement Wealth Solutions’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 		$388 Buy
+7
New +$400 ﹤0.01% 848
2026
Q2 		– Sell
-15
Closed -$975 – 835
2026
Q1 		$975 Buy
+15
New +$754 ﹤0.01% 641

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Retirement Wealth Solutions's OXY Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Occidental Petroleum (OXY) in Q3 2026: 7 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in OXY as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $975 in Q1 2026. 43 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Retirement Wealth Solutions held 7 shares of Occidental Petroleum worth $388 as of Q3 2026.
  • Occidental Petroleum was a new Retirement Wealth Solutions position in Q3 2026.
  • Occidental Petroleum made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #848 holding.
  • Retirement Wealth Solutions first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's Occidental Petroleum position peaked at $975 in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.