Vision Financial Markets’s Occidental Petroleum OXY Stock Holding History

Vision Financial Markets’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	$20.1K	Buy	419 +136	+48%	+$7.72K	0.02%	195
2026 Q1	$18.4K	Buy	283 +1	+0.4%	+$50	0.02%	188
2025 Q4	$11.6K	Buy	282 +1	+0.4%	+$42	0.01%	214
2025 Q3	$13.3K	Buy	281 +1	+0.4%	+$45	0.01%	224
2025 Q2	$11.7K	Buy	280 +2	+0.7%	+$84	0.01%	218
2025 Q1	$13.7K	Hold	278	–	–	0.01%	193
2024 Q4	$13.7K	Buy	+278	New	+$14K	0.01%	161

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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Vision Financial Markets's OXY Position: Q2 2026 in Review

Vision Financial Markets increased its Occidental Petroleum (OXY) stake by 48% in Q2 2026, buying an estimated $7.72K and bringing the position to 419 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #195.

Vision Financial Markets first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Vision Financial Markets held 419 shares of Occidental Petroleum worth $20.1K as of Q2 2026.
Vision Financial Markets bought 136 Occidental Petroleum shares in Q2 2026, an estimated $7.72K.
Occidental Petroleum made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #195 holding.
Vision Financial Markets first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.