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Avalon Capital Management’s Occidental Petroleum OXY Stock Holding History

Avalon Capital Management’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 		$204K Sell
4,197
-26
-0.6% -$1.48K 0.05% 126
2026
Q1 		$274K Buy
+4,223
New +$212K 0.08% 100
2025
Q4 		– Sell
-5,289
Closed -$250K – 148
2025
Q3 		$250K Buy
+5,289
New +$239K 0.06% 117
2024
Q4 		– Sell
-4,629
Closed -$239K – 145
2024
Q3 		$239K Buy
4,629
+416
+10% +$23.7K 0.07% 116
2024
Q2 		$266K Sell
4,213
-666
-14% -$42.7K 0.08% 103
2024
Q1 		$317K Buy
+4,879
New +$291K 0.13% 68

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

Avalon Capital Management's OXY Position: Q2 2026 in Review

Avalon Capital Management reduced its Occidental Petroleum (OXY) stake by 0.62% in Q2 2026, selling an estimated $1.48K and leaving 4,197 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #126.

Avalon Capital Management first reported a position in OXY in Q1 2024 and has held it in 6 quarters since. The position peaked at $317K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Avalon Capital Management held 4,197 shares of Occidental Petroleum worth $204K as of Q2 2026.
  • Avalon Capital Management sold 26 Occidental Petroleum shares in Q2 2026, an estimated $1.48K.
  • Occidental Petroleum made up 0.05% of Avalon Capital Management's portfolio in Q2 2026, its #126 holding.
  • Avalon Capital Management first reported a position in Occidental Petroleum in Q1 2024 and has held it in 6 quarters since.
  • Avalon Capital Management's Occidental Petroleum position peaked at $317K in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.