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Unique Wealth Strategies’s Occidental Petroleum OXY Stock Holding History

Unique Wealth Strategies’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 		$482K Buy
+9,917
New +$563K 0.18% 156
2024
Q3 		– Sell
-57
Closed -$3.7K – 530
2024
Q2 		$3.7K Buy
+57
New +$3.65K ﹤0.01% 409

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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 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

Unique Wealth Strategies's OXY Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Occidental Petroleum (OXY) in Q2 2026: 9,917 shares worth $482K. The stake represents 0.18% of the portfolio and ranks #156 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in OXY as recently as Q2 2024.

Unique Wealth Strategies first reported a position in OXY in Q2 2024 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Unique Wealth Strategies held 9,917 shares of Occidental Petroleum worth $482K as of Q2 2026.
  • Occidental Petroleum was a new Unique Wealth Strategies position in Q2 2026.
  • Occidental Petroleum made up 0.18% of Unique Wealth Strategies's portfolio in Q2 2026, its #156 holding.
  • Unique Wealth Strategies first reported a position in Occidental Petroleum in Q2 2024 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.