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Yousif Capital Management’s Occidental Petroleum OXY Stock Holding History

Yousif Capital Management’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 		$3.79M Sell
78,124
-5,176
-6% -$294K 0.04% 403
2026
Q1 		$5.41M Sell
83,300
-1,832
-2% -$92.1K 0.06% 278
2025
Q4 		$3.6M Sell
85,132
-4,910
-5% -$205K 0.04% 430
2025
Q3 		$4.25M Sell
90,042
-3,731
-4% -$169K 0.05% 370
2025
Q2 		$3.94M Buy
93,773
+4,006
+4% +$167K 0.04% 406
2025
Q1 		$4.43M Buy
89,767
+1,447
+2% +$70.6K 0.05% 340
2024
Q4 		$4.36M Sell
88,320
-256
-0.3% -$12.9K 0.05% 361
2024
Q3 		$4.57M Buy
88,576
+794
+0.9% +$45.3K 0.05% 358
2024
Q2 		$5.53M Sell
87,782
-1,208
-1% -$77.5K 0.06% 295
2024
Q1 		$5.78M Sell
88,990
-1,664
-2% -$99.4K 0.06% 301
2023
Q4 		$5.41M Sell
90,654
-26,138
-22% -$1.6M 0.06% 307
2023
Q3 		$7.58M Sell
116,792
-10,225
-8% -$643K 0.1% 195
2023
Q2 		$7.47M Buy
127,017
+145
+0.1% +$8.7K 0.09% 209
2023
Q1 		$7.92M Sell
126,872
-8,115
-6% -$504K 0.1% 190
2022
Q4 		$8.5M Buy
134,987
+19,879
+17% +$1.35M 0.11% 184
2022
Q3 		$7.07M Sell
115,108
-24,664
-18% -$1.58M 0.1% 198
2022
Q2 		$8.23M Sell
139,772
-9,500
-6% -$584K 0.11% 183
2022
Q1 		$8.47M Buy
149,272
+1,768
+1% +$78.2K 0.09% 203
2021
Q4 		$4.28M Buy
+147,504
New +$4.63M 0.04% 463

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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 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

Yousif Capital Management's OXY Position: Q2 2026 in Review

Yousif Capital Management reduced its Occidental Petroleum (OXY) stake by 6.2% in Q2 2026, selling an estimated $294K and leaving 78,124 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #403.

Yousif Capital Management first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.5M in Q4 2022. 317 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Yousif Capital Management held 78,124 shares of Occidental Petroleum worth $3.79M as of Q2 2026.
  • Yousif Capital Management sold 5,176 Occidental Petroleum shares in Q2 2026, an estimated $294K.
  • Occidental Petroleum made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #403 holding.
  • Yousif Capital Management first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Occidental Petroleum position peaked at $8.5M in Q4 2022.
  • 317 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.