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Three Bearings Fiduciary Advisors’s Occidental Petroleum OXY Stock Holding History

Three Bearings Fiduciary Advisors’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 		$4.88K Hold
100
– – ﹤0.01% 165
2026
Q1 		$6.53K Sell
100
-20
-17% -$1.01K 0.01% 152
2025
Q4 		$5.45K Buy
+120
New +$5.01K 0.01% 165

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Three Bearings Fiduciary Advisors's OXY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 100 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Three Bearings Fiduciary Advisors first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.53K in Q1 2026. 676 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 100 shares of Occidental Petroleum worth $4.88K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #165 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Occidental Petroleum position peaked at $6.53K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.