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Richards, Merrill & Peterson’s Occidental Petroleum OXY Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-4,825
Closed -$314K – 292
2026
Q1 		$314K Sell
4,825
-4,120
-46% -$207K 0.12% 153
2025
Q4 		$368K Sell
8,945
-3,598
-29% -$150K 0.14% 136
2025
Q3 		$593K Sell
12,543
-595
-5% -$26.9K 0.26% 102
2025
Q2 		$552K Buy
13,138
+1,200
+10% +$50.2K 0.26% 95
2025
Q1 		$589K Buy
11,938
+700
+6% +$34.2K 0.31% 80
2024
Q4 		$555K Buy
+11,238
New +$568K 0.29% 86

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
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Richards, Merrill & Peterson's OXY Position: Q2 2026 in Review

Richards, Merrill & Peterson sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,825 shares — an estimated $314K sold.

Richards, Merrill & Peterson first reported a position in OXY in Q4 2024 and held it in 6 quarters. The position peaked at $593K in Q3 2025. 385 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Richards, Merrill & Peterson reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 4,825 Occidental Petroleum shares in Q2 2026, an estimated $314K.
  • Richards, Merrill & Peterson first reported a position in Occidental Petroleum in Q4 2024 and held it in 6 quarters.
  • Richards, Merrill & Peterson's Occidental Petroleum position peaked at $593K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.