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Woodward Diversified Capital’s Occidental Petroleum OXY Stock Holding History

Woodward Diversified 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
Q2 		$283K Buy
5,832
+165
+3% +$9.37K 0.12% 147
2026
Q1 		$305K Sell
5,667
-985
-15% -$49.5K 0.14% 138
2025
Q4 		$274K Buy
6,652
+270
+4% +$11.3K 0.13% 142
2025
Q3 		$302K Hold
6,382
– – 0.14% 142
2025
Q2 		$268K Sell
6,382
-1,335
-17% -$55.8K 0.14% 142
2025
Q1 		$381K Sell
7,717
-24
-0.3% -$1.17K 0.27% 87
2024
Q4 		$382K Buy
7,741
+1,144
+17% +$57.8K 0.28% 81
2024
Q3 		$340K Buy
6,597
+109
+2% +$6.22K 0.22% 111
2024
Q2 		$409K Buy
6,488
+470
+8% +$30.1K 0.24% 102
2024
Q1 		$391K Sell
6,018
-1
-0% -$60 0.24% 105
2023
Q4 		$359K Sell
6,019
-261
-4% -$15.9K 0.23% 107
2023
Q3 		$407K Sell
6,280
-1
-0% -$63 0.29% 83
2023
Q2 		$369K Hold
6,281
– – 0.28% 87
2023
Q1 		$392K Sell
6,281
-148
-2% -$9.2K 0.31% 83
2022
Q4 		$405K Sell
6,429
-55
-0.8% -$3.75K 0.33% 77
2022
Q3 		$398K Sell
6,484
-127
-2% -$8.13K 0.33% 78
2022
Q2 		$389K Sell
6,611
-324
-5% -$19.9K 0.3% 86
2022
Q1 		$393K Sell
6,935
-38
-0.5% -$1.68K 0.26% 99
2021
Q4 		$202K Hold
6,973
– – 0.12% 184
2021
Q3 		$206K Hold
6,973
– – 0.13% 172
2021
Q2 		$218K Sell
6,973
-741
-10% -$19.9K 0.12% 178
2021
Q1 		$205K Buy
+7,714
New +$193K 0.12% 183

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Woodward Diversified Capital's OXY Position: Q2 2026 in Review

Woodward Diversified Capital increased its Occidental Petroleum (OXY) stake by 2.9% in Q2 2026, buying an estimated $9.37K and bringing the position to 5,832 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #147.

Woodward Diversified Capital first reported a position in OXY in Q1 2021 and has held it in 22 quarters since. The position peaked at $409K in Q2 2024. 476 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Woodward Diversified Capital held 5,832 shares of Occidental Petroleum worth $283K as of Q2 2026.
  • Woodward Diversified Capital bought 165 Occidental Petroleum shares in Q2 2026, an estimated $9.37K.
  • Occidental Petroleum made up 0.12% of Woodward Diversified Capital's portfolio in Q2 2026, its #147 holding.
  • Woodward Diversified Capital first reported a position in Occidental Petroleum in Q1 2021 and has held it in 22 quarters since.
  • Woodward Diversified Capital's Occidental Petroleum position peaked at $409K in Q2 2024.
  • 476 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.