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SteelPeak Wealth’s Occidental Petroleum OXY Stock Holding History

SteelPeak Wealth’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
Q1 		– Hold
0
– -$63K – 440
2022
Q4 		– Hold
0
– – – 398
2022
Q3 		– Hold
0
– – – 384

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SteelPeak Wealth's OXY Position: Q2 2026 in Review

SteelPeak Wealth increased its Occidental Petroleum (OXY) stake by 10% in Q2 2026, buying an estimated $43.6K and bringing the position to 8,088 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #473.

SteelPeak Wealth first reported a position in OXY in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2023. 543 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • SteelPeak Wealth held 8,088 shares of Occidental Petroleum worth $395K as of Q2 2026.
  • SteelPeak Wealth bought 767 Occidental Petroleum shares in Q2 2026, an estimated $43.6K.
  • Occidental Petroleum made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #473 holding.
  • SteelPeak Wealth first reported a position in Occidental Petroleum in Q4 2019 and has held it in 12 quarters since.
  • SteelPeak Wealth's Occidental Petroleum position peaked at $1.98M in Q1 2023.
  • 543 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.