RFM
OXY icon

Royal Fund Management’s Occidental Petroleum OXY Stock Holding History

Royal Fund 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
Q2 		$745K Buy
15,333
+9,500
+163% +$539K 0.06% 205
2026
Q1 		$379K Sell
5,833
-21,150
-78% -$1.06M 0.04% 226
2025
Q4 		$1.11M Buy
26,983
+350
+1% +$14.6K 0.1% 173
2025
Q3 		$1.26M Buy
26,633
+700
+3% +$31.6K 0.15% 147
2025
Q2 		$1.09M Sell
25,933
-897
-3% -$37.5K 0.11% 185
2025
Q1 		$1.32M Buy
26,830
+3,421
+15% +$167K 0.15% 171
2024
Q4 		$1.16M Sell
23,409
-34,007
-59% -$1.72M 0.11% 174
2024
Q3 		$2.96M Buy
57,416
+31,809
+124% +$1.82M 0.18% 133
2024
Q2 		$1.61M Buy
25,607
+4,925
+24% +$316K 0.13% 147
2024
Q1 		$1.34M Buy
20,682
+7,526
+57% +$450K 0.13% 181
2023
Q4 		$786K Sell
13,156
-12,624
-49% -$770K 0.09% 201
2023
Q3 		$1.67M Buy
25,780
+7,001
+37% +$440K 0.23% 122
2023
Q2 		$1.1M Buy
18,779
+53
+0.3% +$3.18K 0.14% 153
2023
Q1 		$1.17M Buy
18,726
+8,922
+91% +$554K 0.17% 136
2022
Q4 		$618K Buy
9,804
+1,284
+15% +$87.4K 0.1% 163
2022
Q3 		$523K Buy
8,520
+3,948
+86% +$253K 0.1% 147
2022
Q2 		$269K Buy
+4,572
New +$281K 0.04% 180
2020
Q2 		– Sell
-2,532
Closed -$29K – 435
2020
Q1 		$29K Buy
2,532
+720
+40% +$23.6K 0.01% 267
2019
Q4 		$74K Sell
1,812
-854
-32% -$34.2K 0.02% 211
2019
Q3 		$118K Sell
2,666
-449
-14% -$21.2K 0.03% 179
2019
Q2 		$156K Sell
3,115
-138
-4% -$7.77K 0.05% 152
2019
Q1 		$215K Sell
3,253
-109
-3% -$7.18K 0.07% 118
2018
Q4 		$206K Sell
3,362
-178
-5% -$12.5K 0.08% 106
2018
Q3 		$290K Sell
3,540
-60
-2% -$4.85K 0.09% 98
2018
Q2 		$301K Sell
3,600
-76
-2% -$6.07K 0.1% 93
2018
Q1 		$238K Sell
3,676
-407
-10% -$28.5K 0.09% 109
2017
Q4 		$300K Buy
4,083
+25
+0.6% +$1.7K 0.11% 90
2017
Q3 		$260K Buy
4,058
+10
+0.2% +$609 0.1% 78
2017
Q2 		$242K Sell
4,048
-23
-0.6% -$1.41K 0.1% 77
2017
Q1 		$257K Buy
4,071
+1,015
+33% +$67.5K 0.12% 68
2016
Q4 		$217K Buy
+3,056
New +$217K 0.12% 71

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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Royal Fund Management's OXY Position: Q2 2026 in Review

Royal Fund Management increased its Occidental Petroleum (OXY) stake by 163% in Q2 2026, buying an estimated $539K and bringing the position to 15,333 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #205.

Royal Fund Management first reported a position in OXY in Q4 2016 and has held it in 31 quarters since. The position peaked at $2.96M in Q3 2024. 250 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Royal Fund Management held 15,333 shares of Occidental Petroleum worth $745K as of Q2 2026.
  • Royal Fund Management bought 9,500 Occidental Petroleum shares in Q2 2026, an estimated $539K.
  • Occidental Petroleum made up 0.06% of Royal Fund Management's portfolio in Q2 2026, its #205 holding.
  • Royal Fund Management first reported a position in Occidental Petroleum in Q4 2016 and has held it in 31 quarters since.
  • Royal Fund Management's Occidental Petroleum position peaked at $2.96M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.