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Addison Advisors’s Occidental Petroleum OXY Stock Holding History

Addison Advisors’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 		$55.1K Sell
1,135
-1,330
-54% -$75.5K 0.03% 242
2026
Q1 		$160K Sell
2,465
-16
-0.6% -$805 0.04% 252
2025
Q4 		$102K Sell
2,481
-300
-11% -$12.5K 0.02% 311
2025
Q3 		$131K Buy
2,781
+50
+2% +$2.26K 0.03% 279
2025
Q2 		$115K Buy
2,731
+71
+3% +$2.97K 0.03% 288
2025
Q1 		$131K Buy
2,660
+1,670
+169% +$81.5K 0.04% 260
2024
Q4 		$48.9K Sell
990
-1,709
-63% -$86.3K 0.01% 392
2024
Q3 		$139K Sell
2,699
-130
-5% -$7.42K 0.04% 263
2024
Q2 		$178K Sell
2,829
-1,572
-36% -$101K 0.06% 216
2024
Q1 		$286K Buy
4,401
+243
+6% +$14.5K 0.1% 144
2023
Q4 		$248K Buy
4,158
+349
+9% +$21.3K 0.1% 147
2023
Q3 		$247K Buy
3,809
+639
+20% +$40.2K 0.12% 129
2023
Q2 		$186K Sell
3,170
-156
-5% -$9.36K 0.09% 160
2023
Q1 		$208K Buy
3,326
+367
+12% +$22.8K 0.12% 136
2022
Q4 		$186K Buy
2,959
+406
+16% +$27.6K 0.11% 134
2022
Q3 		$157K Buy
2,553
+2,310
+951% +$148K 0.1% 142
2022
Q2 		$14K Sell
243
-290
-54% -$17.8K 0.01% 405
2022
Q1 		$30K Buy
533
+428
+408% +$18.9K 0.02% 349
2021
Q4 		$3K Buy
105
+85
+425% +$2.67K ﹤0.01% 501
2021
Q3 		$1K Buy
+20
New +$534 ﹤0.01% 422

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Addison Advisors's OXY Position: Q2 2026 in Review

Addison Advisors reduced its Occidental Petroleum (OXY) stake by 54% in Q2 2026, selling an estimated $75.5K and leaving 1,135 shares worth $55.1K. The position accounts for 0.03% of the portfolio, ranked #242.

Addison Advisors first reported a position in OXY in Q3 2021 and has held it in 20 quarters since. The position peaked at $286K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Addison Advisors held 1,135 shares of Occidental Petroleum worth $55.1K as of Q2 2026.
  • Addison Advisors sold 1,330 Occidental Petroleum shares in Q2 2026, an estimated $75.5K.
  • Occidental Petroleum made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #242 holding.
  • Addison Advisors first reported a position in Occidental Petroleum in Q3 2021 and has held it in 20 quarters since.
  • Addison Advisors's Occidental Petroleum position peaked at $286K in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.