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Wedmont Private Capital’s Occidental Petroleum OXY Stock Holding History

Wedmont Private Capital’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
Q3 		$1.48M Buy
24,582
+4,899
+25% +$280K 0.04% 274
2026
Q2 		$1.04M Buy
19,683
+3,379
+21% +$192K 0.03% 337
2026
Q1 		$974K Buy
16,304
+550
+3% +$27.7K 0.03% 326
2025
Q4 		$646K Sell
15,754
-3,432
-18% -$143K 0.02% 390
2025
Q3 		$870K Sell
19,186
-111
-0.6% -$5.02K 0.03% 313
2025
Q2 		$879K Buy
19,297
+4,275
+28% +$179K 0.04% 286
2025
Q1 		$566K Buy
15,022
+2,377
+19% +$116K 0.03% 350
2024
Q4 		$649K Buy
12,645
+121
+1% +$6.11K 0.03% 303
2024
Q3 		$700K Sell
12,524
-1,696
-12% -$96.8K 0.04% 280
2024
Q2 		$870K Buy
14,220
+92
+0.7% +$5.9K 0.05% 221
2024
Q1 		$968K Sell
14,128
-1,933
-12% -$115K 0.07% 186
2023
Q4 		$936K Buy
16,061
+2,849
+22% +$174K 0.08% 179
2023
Q3 		$848K Buy
13,212
+277
+2% +$17.4K 0.09% 155
2023
Q2 		$768K Sell
12,935
-1,951
-13% -$117K 0.08% 165
2023
Q1 		$954K Buy
14,886
+1,584
+12% +$98.4K 0.13% 116
2022
Q4 		$848K Buy
13,302
+1,833
+16% +$125K 0.13% 130
2022
Q3 		$705K Buy
11,469
+2,578
+29% +$165K 0.14% 115
2022
Q2 		$524K Buy
8,891
+393
+5% +$24.1K 0.11% 135
2022
Q1 		$491K Buy
8,498
+900
+12% +$39.8K 0.11% 147
2021
Q4 		$259K Buy
+7,598
New +$238K 0.08% 196

Other funds holding OXY

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Wedmont Private Capital's OXY Position: Q3 2026 in Review

Wedmont Private Capital increased its Occidental Petroleum (OXY) stake by 25% in Q3 2026, buying an estimated $280K and bringing the position to 24,582 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #274.

Wedmont Private Capital first reported a position in OXY in Q4 2021 and has held it in 20 quarters since. 46 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Wedmont Private Capital held 24,582 shares of Occidental Petroleum worth $1.48M as of Q3 2026.
  • Wedmont Private Capital bought 4,899 Occidental Petroleum shares in Q3 2026, an estimated $280K.
  • Occidental Petroleum made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #274 holding.
  • Wedmont Private Capital first reported a position in Occidental Petroleum in Q4 2021 and has held it in 20 quarters since.
  • 46 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.