Acorn Financial Advisory Services’s Occidental Petroleum OXY Stock Holding History

Acorn Financial 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	$214K	Hold	4,411	–	–	0.03%	210
2026 Q1	$287K	Buy	+4,411	New	+$222K	0.04%	173
2025 Q4	–	Sell	-4,425	Closed	-$209K	–	224
2025 Q3	$209K	Buy	+4,425	New	+$200K	0.03%	202
2025 Q2	–	Sell	-4,288	Closed	-$212K	–	203
2025 Q1	$212K	Hold	4,288	–	–	0.04%	181
2024 Q4	$212K	Hold	4,288	–	–	0.03%	194
2024 Q3	$221K	Hold	4,288	–	–	0.04%	190
2024 Q2	$270K	Hold	4,288	–	–	0.05%	165
2024 Q1	$279K	Buy	4,288 +15	+0.4%	+$896	0.05%	169
2023 Q4	$255K	Buy	4,273 +43	+1%	+$2.62K	0.04%	213
2023 Q3	$274K	Hold	4,230	–	–	0.05%	203
2023 Q2	$249K	Buy	+4,230	New	+$254K	0.04%	215

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Acorn Financial Advisory Services's OXY Position: Q2 2026 in Review

Acorn Financial Advisory Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 4,411 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #210.

Acorn Financial Advisory Services first reported a position in OXY in Q2 2023 and has held it in 11 quarters since. The position peaked at $287K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Acorn Financial Advisory Services held 4,411 shares of Occidental Petroleum worth $214K as of Q2 2026.
Acorn Financial Advisory Services left its Occidental Petroleum share count unchanged in Q2 2026.
Occidental Petroleum made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #210 holding.
Acorn Financial Advisory Services first reported a position in Occidental Petroleum in Q2 2023 and has held it in 11 quarters since.
Acorn Financial Advisory Services's Occidental Petroleum position peaked at $287K in Q1 2026.
1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.