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Salem Investment Counselors’s Occidental Petroleum OXY Stock Holding History

Salem Investment Counselors’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 		$498K Sell
10,200
-125
-1% -$7.1K 0.01% 303
2026
Q1 		$674K Sell
10,325
-285
-3% -$14.3K 0.02% 261
2025
Q4 		$439K Sell
10,610
-10,299
-49% -$430K 0.01% 291
2025
Q3 		$993K Sell
20,909
-750
-3% -$33.9K 0.03% 210
2025
Q2 		$915K Buy
21,659
+1,800
+9% +$75.2K 0.03% 214
2025
Q1 		$985K Sell
19,859
-195
-1% -$9.52K 0.03% 189
2024
Q4 		$996K Sell
20,054
-2,434
-11% -$123K 0.03% 197
2024
Q3 		$1.16M Buy
22,488
+347
+2% +$19.8K 0.04% 188
2024
Q2 		$1.4M Buy
22,141
+545
+3% +$35K 0.05% 175
2024
Q1 		$1.41M Buy
21,596
+14,764
+216% +$882K 0.05% 174
2023
Q4 		$409K Buy
6,832
+1,000
+17% +$61K 0.01% 275
2023
Q3 		$379K Buy
5,832
+2,350
+67% +$148K 0.01% 273
2023
Q2 		$205K Buy
3,482
+300
+9% +$18K 0.01% 328
2023
Q1 		$199K Hold
3,182
– – 0.01% 335
2022
Q4 		$201K Buy
3,182
+277
+10% +$18.9K 0.01% 325
2022
Q3 		$179K Buy
2,905
+1,915
+193% +$123K 0.01% 319
2022
Q2 		$58K Buy
+990
New +$60.8K ﹤0.01% 479
2022
Q1 		– Sell
-200
Closed -$6K – 1081
2021
Q4 		$6K Hold
200
– – ﹤0.01% 910
2021
Q3 		$6K Buy
+200
New +$5.34K ﹤0.01% 836
2020
Q2 		– Sell
-752
Closed -$9K – 718
2020
Q1 		$9K Sell
752
-325
-30% -$10.7K ﹤0.01% 530
2019
Q4 		$44K Buy
1,077
+25
+2% +$1K ﹤0.01% 385
2019
Q3 		$47K Hold
1,052
– – ﹤0.01% 374
2019
Q2 		$53K Hold
1,052
– – ﹤0.01% 364
2019
Q1 		$86K Buy
+1,052
New +$69.3K 0.01% 250
2018
Q4 		– Sell
-1,052
Closed -$86K – 321
2018
Q3 		$86K Hold
1,052
– – 0.01% 250
2018
Q2 		$88K Hold
1,052
– – 0.01% 246
2018
Q1 		$68K Sell
1,052
-1,115
-51% -$78K 0.01% 256
2017
Q4 		$160K Hold
2,167
– – 0.02% 207
2017
Q3 		$139K Hold
2,167
– – 0.02% 212
2017
Q2 		$130K Sell
2,167
-485
-18% -$29.7K 0.02% 230
2017
Q1 		$167K Sell
2,652
-49
-2% -$3.26K 0.02% 246
2016
Q4 		$192K Buy
2,701
+349
+15% +$24.8K 0.02% 238
2016
Q3 		$1.72K Buy
+2,352
New +$176K 0.02% 223
2015
Q3 		– Sell
-14,039
Closed -$1.09M – 266
2015
Q2 		$1.09M Sell
14,039
-701
-5% -$54.8K 0.13% 132
2015
Q1 		$1.07M Sell
14,740
-200
-1% -$15.5K 0.13% 138
2014
Q4 		$1.2M Sell
14,940
-628
-4% -$52.1K 0.14% 126
2014
Q3 		$1.43M Sell
15,568
-104
-0.7% -$9.98K 0.17% 120
2014
Q2 		$1.54M Sell
15,672
-675
-4% -$63.4K 0.19% 114
2014
Q1 		$1.49M Buy
16,347
+910
+6% +$81.3K 0.18% 117
2013
Q4 		$1.41M Buy
15,437
+730
+5% +$66.7K 0.18% 117
2013
Q3 		$1.32M Buy
14,707
+820
+6% +$70.5K 0.18% 120
2013
Q2 		$1.19M Buy
+13,887
New +$1.17M 0.17% 114

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Salem Investment Counselors's OXY Position: Q2 2026 in Review

Salem Investment Counselors reduced its Occidental Petroleum (OXY) stake by 1.2% in Q2 2026, selling an estimated $7.1K and leaving 10,200 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #303.

Salem Investment Counselors first reported a position in OXY in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.54M in Q2 2014. 584 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Salem Investment Counselors held 10,200 shares of Occidental Petroleum worth $498K as of Q2 2026.
  • Salem Investment Counselors sold 125 Occidental Petroleum shares in Q2 2026, an estimated $7.1K.
  • Occidental Petroleum made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #303 holding.
  • Salem Investment Counselors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 42 quarters since.
  • Salem Investment Counselors's Occidental Petroleum position peaked at $1.54M in Q2 2014.
  • 584 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.