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Wealthcare Advisory Partners’s Occidental Petroleum OXY Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-3,390
Closed -$220K – 1137
2026
Q1 		$220K Buy
+3,390
New +$170K ﹤0.01% 985
2025
Q4 		– Sell
-7,898
Closed -$373K – 1099
2025
Q3 		$373K Sell
7,898
-1,184
-13% -$53.5K 0.01% 766
2025
Q2 		$382K Sell
9,082
-416
-4% -$17.4K 0.01% 719
2025
Q1 		$469K Sell
9,498
-1,388
-13% -$67.8K 0.01% 609
2024
Q4 		$538K Buy
10,886
+4,581
+73% +$231K 0.01% 552
2024
Q3 		$325K Buy
6,305
+644
+11% +$36.7K 0.01% 693
2024
Q2 		$357K Sell
5,661
-528
-9% -$33.9K 0.01% 626
2024
Q1 		$402K Sell
6,189
-266
-4% -$15.9K 0.01% 585
2023
Q4 		$385K Buy
6,455
+1,731
+37% +$106K 0.02% 537
2023
Q3 		$306K Sell
4,724
-508
-10% -$32K 0.01% 544
2023
Q2 		$308K Buy
5,232
+988
+23% +$59.3K 0.01% 559
2023
Q1 		$265K Buy
4,244
+44
+1% +$2.73K 0.01% 617
2022
Q4 		$265K Buy
+4,200
New +$286K 0.01% 569
2021
Q2 		– Sell
-1,711
Closed -$46K – 1445
2021
Q1 		$46K Buy
+1,711
New +$42.8K ﹤0.01% 901
2020
Q2 		– Sell
-292
Closed -$3K – 1047
2020
Q1 		$3K Buy
292
+33
+13% +$1.08K ﹤0.01% 1247
2019
Q4 		$11K Sell
259
-650
-72% -$26K ﹤0.01% 918
2019
Q3 		$40K Sell
909
-251
-22% -$11.9K 0.01% 586
2019
Q2 		$58K Buy
1,160
+2
+0.2% +$113 0.01% 473
2019
Q1 		$77K Buy
1,158
+2
+0.2% +$132 0.01% 391
2018
Q4 		$71K Buy
1,156
+51
+5% +$3.58K 0.01% 369
2018
Q3 		$91K Sell
1,105
-196
-15% -$15.8K 0.02% 351
2018
Q2 		$109K Buy
1,301
+126
+11% +$10.1K 0.02% 314
2018
Q1 		$76K Sell
1,175
-90
-7% -$6.29K 0.02% 329
2017
Q4 		$93K Buy
1,265
+123
+11% +$8.35K 0.02% 270
2017
Q3 		$73K Buy
1,142
+1,141
+114,100% +$69.5K 0.02% 261
2017
Q2 		$0 Hold
1
– – ﹤0.01% 129
2017
Q1 		$0 Hold
1
– – ﹤0.01% 132
2016
Q4 		$0 Hold
1
– – ﹤0.01% 122
2016
Q3 		$0 Hold
1
– – ﹤0.01% 118
2016
Q2 		$0 Buy
+1
New +$75 ﹤0.01% 129

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's OXY Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,390 shares — an estimated $220K sold.

Wealthcare Advisory Partners first reported a position in OXY in Q2 2016 and held it in 30 quarters. The position peaked at $538K in Q4 2024. 228 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,390 Occidental Petroleum shares in Q2 2026, an estimated $220K.
  • Wealthcare Advisory Partners first reported a position in Occidental Petroleum in Q2 2016 and held it in 30 quarters.
  • Wealthcare Advisory Partners's Occidental Petroleum position peaked at $538K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.