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Triumph Capital Management’s Occidental Petroleum OXY Stock Holding History

Triumph Capital Management’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 		$454K Buy
9,350
+8,027
+607% +$456K 0.08% 233
2026
Q1 		$87.4K Sell
1,323
-14,470
-92% -$728K 0.02% 491
2025
Q4 		$649K Buy
15,793
+4,365
+38% +$182K 0.14% 143
2025
Q3 		$540K Buy
11,428
+900
+9% +$40.7K 0.14% 154
2025
Q2 		$442K Buy
10,528
+1,353
+15% +$56.5K 0.13% 177
2025
Q1 		$453K Buy
9,175
+970
+12% +$47.4K 0.15% 165
2024
Q4 		$405K Buy
8,205
+2,935
+56% +$148K 0.14% 180
2024
Q3 		$273K Buy
5,270
+980
+23% +$55.9K 0.1% 219
2024
Q2 		$271K Sell
4,290
-1,851
-30% -$119K 0.11% 184
2024
Q1 		$408K Sell
6,141
-344
-5% -$20.5K 0.17% 134
2023
Q4 		$388K Buy
6,485
+1,219
+23% +$74.4K 0.16% 122
2023
Q3 		$343K Buy
5,266
+106
+2% +$6.67K 0.16% 139
2023
Q2 		$304K Buy
5,160
+1,353
+36% +$81.2K 0.14% 146
2023
Q1 		$238K Buy
+3,807
New +$237K 0.12% 155
2022
Q1 		– Sell
-6,965
Closed -$202K – 232
2021
Q4 		$202K Buy
+6,965
New +$219K 0.09% 199

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Triumph Capital Management's OXY Position: Q2 2026 in Review

Triumph Capital Management increased its Occidental Petroleum (OXY) stake by 607% in Q2 2026, buying an estimated $456K and bringing the position to 9,350 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #233.

Triumph Capital Management first reported a position in OXY in Q4 2021 and has held it in 15 quarters since. The position peaked at $649K in Q4 2025. 223 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Triumph Capital Management held 9,350 shares of Occidental Petroleum worth $454K as of Q2 2026.
  • Triumph Capital Management bought 8,027 Occidental Petroleum shares in Q2 2026, an estimated $456K.
  • Occidental Petroleum made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #233 holding.
  • Triumph Capital Management first reported a position in Occidental Petroleum in Q4 2021 and has held it in 15 quarters since.
  • Triumph Capital Management's Occidental Petroleum position peaked at $649K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.