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Annis Gardner Whiting Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-2,422
Closed -$158K – 976
2026
Q1 		$158K Buy
2,422
+31
+1% +$1.56K 0.03% 346
2025
Q4 		$98.4K Buy
2,391
+1,845
+338% +$77K 0.02% 408
2025
Q3 		$25.9K Buy
546
+129
+31% +$5.83K 0.01% 572
2025
Q2 		$17.6K Buy
417
+102
+32% +$4.26K 0.01% 589
2025
Q1 		$15.6K Hold
315
– – 0.01% 490
2024
Q4 		$15.6K Sell
315
-24
-7% -$1.21K ﹤0.01% 477
2024
Q3 		$17.6K Sell
339
-87
-20% -$4.96K ﹤0.01% 479
2024
Q2 		$27K Sell
426
-190
-31% -$12.2K 0.01% 508
2024
Q1 		$40.2K Buy
616
+10
+2% +$597 0.01% 418
2023
Q4 		$36.3K Buy
606
+200
+49% +$12.2K 0.02% 337
2023
Q3 		$26.4K Buy
+406
New +$25.5K 0.01% 362

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's OXY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 2,422 shares — an estimated $158K sold.

Annis Gardner Whiting Capital Advisors first reported a position in OXY in Q3 2023 and held it in 11 quarters. The position peaked at $158K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,422 Occidental Petroleum shares in Q2 2026, an estimated $158K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Occidental Petroleum in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Occidental Petroleum position peaked at $158K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.