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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
2023
Q4 		– Sell
-15,900
Closed -$1.03M – 317
2023
Q3 		$1.03M Buy
15,900
+14,600
+1,123% +$919K 0.14% 163
2023
Q2 		$76.4K Sell
1,300
-16,400
-93% -$984K 0.01% 264
2023
Q1 		$1.11M Buy
17,700
+8,900
+101% +$553K 0.16% 142
2022
Q4 		$554K Buy
8,800
+4,600
+110% +$313K 0.09% 171
2022
Q3 		$258K Hold
4,200
– – 0.05% 191
2022
Q2 		$247K Buy
+4,200
New +$258K 0.04% 186

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
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

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. 317 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.
  • 317 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.