Wealth Enhancement Advisory Services
OXY icon

Wealth Enhancement Advisory Services’s Occidental Petroleum OXY Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.7M Buy
220,235
+62,349
+39% +$3.54M 0.02% 642
2026
Q1 		$9.46M Buy
157,886
+69,326
+78% +$3.49M 0.02% 606
2025
Q4 		$3.7M Sell
88,560
-23,515
-21% -$981K 0.01% 1177
2025
Q3 		$5.08M Buy
112,075
+8,206
+8% +$371K 0.01% 937
2025
Q2 		$4.55M Sell
103,869
-5,745
-5% -$240K 0.01% 940
2025
Q1 		$5.41M Buy
109,614
+13,726
+14% +$670K 0.01% 807
2024
Q4 		$4.74M Buy
95,888
+19,734
+26% +$997K 0.01% 823
2024
Q3 		$3.92M Sell
76,154
-3,735
-5% -$213K 0.01% 808
2024
Q2 		$5.04M Buy
79,889
+10,751
+16% +$689K 0.01% 689
2024
Q1 		$4.49M Buy
69,138
+2,028
+3% +$121K 0.01% 695
2023
Q4 		$4.01M Buy
67,110
+8,107
+14% +$495K 0.01% 668
2023
Q3 		$3.83M Buy
59,003
+52,569
+817% +$3.31M 0.01% 645
2023
Q2 		$378K Buy
6,434
+2,299
+56% +$138K ﹤0.01% 393
2023
Q1 		$258K Sell
4,135
-19,244
-82% -$1.2M ﹤0.01% 467
2022
Q4 		$1.5M Buy
+23,379
New +$1.59M 0.02% 191
2018
Q4 		– Sell
-14,114
Closed -$963K – 201
2018
Q3 		$963K Buy
+14,114
New +$1.14M 0.06% 119

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's OXY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Occidental Petroleum (OXY) stake by 39% in Q2 2026, buying an estimated $3.54M and bringing the position to 220,235 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #642.

Wealth Enhancement Advisory Services first reported a position in OXY in Q3 2018 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 220,235 shares of Occidental Petroleum worth $10.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 62,349 Occidental Petroleum shares in Q2 2026, an estimated $3.54M.
  • Occidental Petroleum made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #642 holding.
  • Wealth Enhancement Advisory Services first reported a position in Occidental Petroleum in Q3 2018 and has held it in 16 quarters since.
  • 185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.