Sage Investment Counsel’s Occidental Petroleum OXY Stock Holding History

Sage Investment Counsel’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	$345K	Sell	7,111 -400	-5%	-$22.7K	0.35%	72
2026 Q1	$488K	Sell	7,511 -2,811	-27%	-$141K	0.54%	51
2025 Q4	$424K	Sell	10,322 -1,700	-14%	-$70.9K	0.47%	62
2025 Q3	$568K	Buy	12,022 +1,170	+11%	+$52.9K	0.63%	48
2025 Q2	$456K	Sell	10,852 -1,289	-11%	-$53.9K	0.53%	52
2025 Q1	$599K	Buy	12,141 +2,037	+20%	+$99.5K	0.76%	40
2024 Q4	$499K	Buy	+10,104	New	+$510K	0.65%	44

Other funds holding OXY

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sage Investment Counsel's OXY Position: Q2 2026 in Review

Sage Investment Counsel reduced its Occidental Petroleum (OXY) stake by 5.3% in Q2 2026, selling an estimated $22.7K and leaving 7,111 shares worth $345K. The position accounts for 0.35% of the portfolio, ranked #72.

Sage Investment Counsel first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q1 2025. 543 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Sage Investment Counsel held 7,111 shares of Occidental Petroleum worth $345K as of Q2 2026.
Sage Investment Counsel sold 400 Occidental Petroleum shares in Q2 2026, an estimated $22.7K.
Occidental Petroleum made up 0.35% of Sage Investment Counsel's portfolio in Q2 2026, its #72 holding.
Sage Investment Counsel first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Occidental Petroleum position peaked at $599K in Q1 2025.
543 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.