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Samalin Investment Counsel’s Occidental Petroleum OXY Stock Holding History

Samalin 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 		$427K Buy
8,796
+1,006
+13% +$57.1K 0.13% 190
2026
Q1 		$506K Buy
+7,790
New +$392K 0.18% 159
2025
Q4 		– Sell
-6,085
Closed -$287K – 335
2025
Q3 		$287K Buy
6,085
+70
+1% +$3.16K 0.1% 256
2025
Q2 		$253K Sell
6,015
-9,222
-61% -$385K 0.1% 272
2025
Q1 		$752K Buy
15,237
+1,593
+12% +$77.8K 0.3% 96
2024
Q4 		$674K Buy
13,644
+2,444
+22% +$123K 0.29% 103
2024
Q3 		$577K Buy
11,200
+138
+1% +$7.88K 0.25% 122
2024
Q2 		$697K Buy
11,062
+251
+2% +$16.1K 0.33% 93
2024
Q1 		$703K Buy
10,811
+41
+0.4% +$2.45K 0.33% 87
2023
Q4 		$643K Buy
10,770
+207
+2% +$12.6K 0.32% 91
2023
Q3 		$685K Sell
10,563
-41
-0.4% -$2.58K 0.39% 76
2023
Q2 		$623K Sell
10,604
-88
-0.8% -$5.28K 0.34% 81
2023
Q1 		$668K Sell
10,692
-563
-5% -$35K 0.4% 69
2022
Q4 		$709K Sell
11,255
-891
-7% -$60.7K 0.45% 63
2022
Q3 		$746K Sell
12,146
-495
-4% -$31.7K 0.55% 52
2022
Q2 		$744K Sell
12,641
-477
-4% -$29.3K 0.52% 53
2022
Q1 		$744K Buy
+13,118
New +$580K 0.45% 62
2020
Q1 		– Sell
-6,248
Closed -$257K – 415
2019
Q4 		$257K Buy
+6,248
New +$250K 0.22% 127

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
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Samalin Investment Counsel increased its Occidental Petroleum (OXY) stake by 13% in Q2 2026, buying an estimated $57.1K and bringing the position to 8,796 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #190.

Samalin Investment Counsel first reported a position in OXY in Q4 2019 and has held it in 18 quarters since. The position peaked at $752K in Q1 2025. 426 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Samalin Investment Counsel held 8,796 shares of Occidental Petroleum worth $427K as of Q2 2026.
  • Samalin Investment Counsel bought 1,006 Occidental Petroleum shares in Q2 2026, an estimated $57.1K.
  • Occidental Petroleum made up 0.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #190 holding.
  • Samalin Investment Counsel first reported a position in Occidental Petroleum in Q4 2019 and has held it in 18 quarters since.
  • Samalin Investment Counsel's Occidental Petroleum position peaked at $752K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.