Root Financial Partners
OXY icon

Root Financial Partners’s Occidental Petroleum OXY Stock Holding History

Root Financial Partners’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 		$349K Buy
6,317
+1,794
+40% +$103K 0.01% 288
2026
Q2 		$220K Buy
4,523
+1,565
+53% +$88.9K 0.01% 373
2026
Q1 		$192K Buy
2,958
+2,224
+303% +$112K 0.01% 337
2025
Q4 		$30.2K Sell
734
-434
-37% -$18.1K ﹤0.01% 949
2025
Q3 		$55.2K Buy
+1,168
New +$52.8K ﹤0.01% 639

Other funds holding OXY

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's OXY Position: Q3 2026 in Review

Root Financial Partners increased its Occidental Petroleum (OXY) stake by 40% in Q3 2026, buying an estimated $103K and bringing the position to 6,317 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #288.

Root Financial Partners first reported a position in OXY in Q3 2025 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Root Financial Partners held 6,317 shares of Occidental Petroleum worth $349K as of Q3 2026.
  • Root Financial Partners bought 1,794 Occidental Petroleum shares in Q3 2026, an estimated $103K.
  • Occidental Petroleum made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #288 holding.
  • Root Financial Partners first reported a position in Occidental Petroleum in Q3 2025 and has held it in 5 quarters since.
  • 477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.