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Advocate Investing Services’s Occidental Petroleum OXY Stock Holding History

Advocate Investing 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 		$72.9K Hold
1,500
– – 0.06% 142
2026
Q1 		$97.5K Hold
1,500
– – 0.08% 123
2025
Q4 		$61.7K Buy
+1,500
New +$62.6K 0.06% 132

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BlackRock
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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
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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

Advocate Investing Services's OXY Position: Q2 2026 in Review

Advocate Investing Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 1,500 shares worth $72.9K. The position accounts for 0.06% of the portfolio, ranked #142.

Advocate Investing Services first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.5K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Advocate Investing Services held 1,500 shares of Occidental Petroleum worth $72.9K as of Q2 2026.
  • Advocate Investing Services left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.06% of Advocate Investing Services's portfolio in Q2 2026, its #142 holding.
  • Advocate Investing Services first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Occidental Petroleum position peaked at $97.5K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.