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 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth's OXY Position: Q2 2026 in Review

Unique Wealth opened a new position in Occidental Petroleum (OXY) in Q2 2026: 5,416 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Unique Wealth previously reported a position in OXY as recently as Q3 2024.

Unique Wealth first reported a position in OXY in Q4 2022 and has held it in 9 quarters since. The position peaked at $314K in Q1 2024. 288 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Unique Wealth held 5,416 shares of Occidental Petroleum worth $263K as of Q2 2026.
Occidental Petroleum was a new Unique Wealth position in Q2 2026.
Occidental Petroleum made up 0.03% of Unique Wealth's portfolio in Q2 2026, its #183 holding.
Unique Wealth first reported a position in Occidental Petroleum in Q4 2022 and has held it in 9 quarters since.
Unique Wealth's Occidental Petroleum position peaked at $314K in Q1 2024.
288 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.