Unique Wealth
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Unique Wealth’s Occidental Petroleum OXY Stock Holding History

Unique 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
2026
Q3 		– Sell
-5,416
Closed -$263K – 216
2026
Q2 		$263K Buy
+5,416
New +$308K 0.03% 183
2024
Q4 		– Sell
-4,830
Closed -$249K – 143
2024
Q3 		$249K Buy
4,830
+8
+0.2% +$456 0.06% 103
2024
Q2 		$304K Sell
4,822
-6
-0.1% -$385 0.08% 75
2024
Q1 		$314K Buy
4,828
+2
+0% +$119 0.09% 71
2023
Q4 		$288K Buy
4,826
+4
+0.1% +$244 0.09% 66
2023
Q3 		$313K Hold
4,822
– – 0.13% 67
2023
Q2 		$284K Buy
4,822
+32
+0.7% +$1.92K 0.12% 62
2023
Q1 		$299K Sell
4,790
-7
-0.1% -$435 0.15% 45
2022
Q4 		$302K Buy
+4,797
New +$327K 0.16% 44

Other funds holding OXY

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Unique Wealth's OXY Position: Q3 2026 in Review

Unique Wealth sold out of Occidental Petroleum (OXY) in Q3 2026, closing a stake of 5,416 shares — an estimated $263K sold.

Unique Wealth first reported a position in OXY in Q4 2022 and held it in 9 quarters. The position peaked at $314K in Q1 2024. 477 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Unique Wealth reported no remaining Occidental Petroleum position as of Q3 2026 after selling out during the quarter.
  • Unique Wealth sold 5,416 Occidental Petroleum shares in Q3 2026, an estimated $263K.
  • Unique Wealth first reported a position in Occidental Petroleum in Q4 2022 and held it in 9 quarters.
  • Unique Wealth's Occidental Petroleum position peaked at $314K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.