Alan B. Lancz & Associates’s Occidental Petroleum OXY Stock Holding History

Alan B. Lancz & Associates’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	–	Sell	-3,142	Closed	-$204K	–	145
2026 Q1	$204K	Buy	+3,142	New	+$158K	0.2%	127
2024 Q4	–	Sell	-4,760	Closed	-$245K	–	138
2024 Q3	$245K	Hold	4,760	–	–	0.23%	115
2024 Q2	$300K	Buy	+4,760	New	+$305K	0.3%	94
2023 Q4	$302K	Hold	5,060	–	–	0.32%	93
2023 Q3	$328K	Hold	5,060	–	–	0.37%	82
2023 Q2	$298K	Hold	5,060	–	–	0.32%	99
2023 Q1	$316K	Hold	5,060	–	–	0.33%	94
2022 Q4	$330K	Hold	5,060	–	–	0.33%	93
2022 Q3	$311K	Hold	5,060	–	–	0.37%	87
2022 Q2	$333K	Sell	5,060 -300	-6%	-$18.4K	0.33%	89
2022 Q1	$304K	Buy	+5,360	New	+$237K	0.27%	103

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 $3.37T AUM 44.26% 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

Alan B. Lancz & Associates's OXY Position: Q2 2026 in Review

Alan B. Lancz & Associates sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,142 shares — an estimated $204K sold.

Alan B. Lancz & Associates first reported a position in OXY in Q1 2022 and held it in 11 quarters. The position peaked at $333K in Q2 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Alan B. Lancz & Associates reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Alan B. Lancz & Associates sold 3,142 Occidental Petroleum shares in Q2 2026, an estimated $204K.
Alan B. Lancz & Associates first reported a position in Occidental Petroleum in Q1 2022 and held it in 11 quarters.
Alan B. Lancz & Associates's Occidental Petroleum position peaked at $333K in Q2 2022.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.