Scharf Investments’s Occidental Petroleum OXY Stock Holding History

Scharf Investments’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	$155M	Sell	3,187,747 -396,117	-11%	-$22.5M	5.11%	2
2026 Q1	$233M	Buy	3,583,864 +644,140	+22%	+$32.4M	7.18%	2
2025 Q4	$121M	Sell	2,939,724 -499,911	-15%	-$20.9M	3.25%	12
2025 Q3	$163M	Sell	3,439,635 -41,255	-1%	-$1.86M	4.09%	7
2025 Q2	$146M	Buy	3,480,890 +517,451	+17%	+$21.6M	4.21%	10
2025 Q1	$146M	Buy	2,963,439 +502,406	+20%	+$24.5M	4.42%	9
2024 Q4	$122M	Buy	2,461,033 +805,525	+49%	+$40.7M	3.61%	11
2024 Q3	$85.3M	Buy	1,655,508 +977,347	+144%	+$55.8M	2.35%	21
2024 Q2	$42.7M	Buy	+678,161	New	+$43.5M	1.22%	26

Other funds holding OXY

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM