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Vermillion Wealth Management’s Occidental Petroleum OXY Stock Holding History

Vermillion Wealth 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
Q1 		– Sell
-18,000
Closed -$740K – 1572
2025
Q4 		$740K Buy
+18,000
New +$751K 0.3% 45

Other funds holding OXY

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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vermillion Wealth Management's OXY Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Occidental Petroleum (OXY) stake by 11% in Q2 2026, selling an estimated $2.9K and leaving 420 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Vermillion Wealth Management first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.6K in Q1 2026. 511 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Vermillion Wealth Management held 420 shares of Occidental Petroleum worth $20.4K as of Q2 2026.
  • Vermillion Wealth Management sold 51 Occidental Petroleum shares in Q2 2026, an estimated $2.9K.
  • Occidental Petroleum made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Vermillion Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Occidental Petroleum position peaked at $30.6K in Q1 2026.
  • 511 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.