RAFFA WEALTH MANAGEMENT, LLC’s Occidental Petroleum OXY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.4K	Sell	70 -3	-4%	-$170	﹤0.01%	689
2026 Q1	$4.75K	Buy	73 +9	+14%	+$453	﹤0.01%	542
2025 Q4	$2.63K	Buy	64 +24	+60%	+$1K	﹤0.01%	673
2025 Q3	$1.89K	Buy	40 +13	+48%	+$587	﹤0.01%	723
2025 Q2	$1.13K	Hold	27	–	–	﹤0.01%	832
2025 Q1	$1.33K	Sell	27 -100	-79%	-$4.88K	﹤0.01%	740
2024 Q4	$6.3K	Buy	127 +100	+370%	+$5.05K	﹤0.01%	409
2024 Q3	$1.39K	Sell	27 -100	-79%	-$5.71K	﹤0.01%	735
2024 Q2	$8.01K	Buy	127 +100	+370%	+$6.41K	﹤0.01%	472
2024 Q1	$1.75K	Hold	27	–	–	﹤0.01%	740
2023 Q4	$1.61K	Hold	27	–	–	﹤0.01%	686
2023 Q3	$1.75K	Hold	27	–	–	﹤0.01%	629
2023 Q2	$1.59K	Hold	27	–	–	﹤0.01%	676
2023 Q1	$1.69K	Hold	27	–	–	﹤0.01%	655
2022 Q4	$1.7K	Hold	27	–	–	﹤0.01%	640
2022 Q3	$1.66K	Hold	27	–	–	﹤0.01%	653
2022 Q2	$1.59K	Hold	27	–	–	﹤0.01%	668
2022 Q1	$1.53K	Hold	27	–	–	﹤0.01%	717
2021 Q4	$783	Hold	27	–	–	﹤0.01%	959
2021 Q3	$799	Hold	27	–	–	﹤0.01%	920
2021 Q2	$844	Hold	27	–	–	﹤0.01%	904
2021 Q1	$719	Buy	+27	New	+$675	﹤0.01%	954
2020 Q4	–	Sell	-125	Closed	-$1.25K	–	925
2020 Q3	$1.25K	Hold	125	–	–	﹤0.01%	604
2020 Q2	$2.29K	Hold	125	–	–	﹤0.01%	450
2020 Q1	$1.38K	Sell	125 -428	-77%	-$14.1K	﹤0.01%	501
2019 Q4	$22.8K	Hold	553	–	–	0.01%	185
2019 Q3	$24.6K	Buy	+553	New	+$26.1K	0.01%	183
2019 Q2	–	Sell	-225	Closed	-$14.9K	–	1198
2019 Q1	$14.9K	Hold	225	–	–	0.01%	168
2018 Q4	$13.8K	Hold	225	–	–	0.01%	190
2018 Q3	$18.5K	Hold	225	–	–	0.01%	185
2018 Q2	$18.8K	Hold	225	–	–	0.01%	174
2018 Q1	$14.6K	Hold	225	–	–	0.01%	187
2017 Q4	$16.6K	Hold	225	–	–	0.01%	173
2017 Q3	$14.4K	Hold	225	–	–	0.01%	186
2017 Q2	$13.5K	Hold	225	–	–	0.01%	184
2017 Q1	$14.3K	Sell	225 -16	-7%	-$1.06K	0.01%	157
2016 Q4	$17.2K	Hold	241	–	–	0.01%	153
2016 Q3	$17.6K	Hold	241	–	–	0.01%	146
2016 Q2	$18.2K	Hold	241	–	–	0.01%	140
2016 Q1	$16.5K	Hold	241	–	–	0.01%	156
2015 Q4	$16.3K	Buy	241 +100	+71%	+$7.19K	0.01%	151
2015 Q3	$9.33K	Sell	141 -40	-22%	-$2.79K	0.01%	175
2015 Q2	$14.1K	Hold	181	–	–	0.01%	151
2015 Q1	$13.2K	Hold	181	–	–	0.01%	130
2014 Q4	$14.6K	Sell	181 -8	-4%	-$664	0.01%	123
2014 Q3	$17.4K	Buy	189 +59	+45%	+$5.66K	0.01%	120
2014 Q2	$12.8K	Hold	130	–	–	0.01%	123
2014 Q1	$11.9K	Sell	130 -59	-31%	-$5.27K	0.01%	123
2013 Q4	$14.6K	Buy	+189	New	+$17.3K	0.01%	123

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's OXY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Occidental Petroleum (OXY) stake by 4.1% in Q2 2026, selling an estimated $170 and leaving 70 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OXY in Q4 2013 and has held it in 49 quarters since. The position peaked at $24.6K in Q3 2019. 374 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 70 shares of Occidental Petroleum worth $3.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 3 Occidental Petroleum shares in Q2 2026, an estimated $170.
Occidental Petroleum made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #689 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Occidental Petroleum in Q4 2013 and has held it in 49 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Occidental Petroleum position peaked at $24.6K in Q3 2019.
374 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.