Baker Avenue Asset Management’s Occidental Petroleum OXY Stock Holding History

Baker Avenue Asset 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	$430K	Buy	8,848 +2,146	+32%	+$122K	0.01%	563
2026 Q1	$436K	Buy	+6,702	New	+$337K	0.01%	470
2023 Q4	–	Sell	-140	Closed	-$9.06K	–	1154
2023 Q3	$9.06K	Buy	140 +2	+1%	+$126	﹤0.01%	786
2023 Q2	$8.11K	Sell	138 -92,953	-100%	-$5.58M	﹤0.01%	778
2023 Q1	$5.81M	Buy	93,091 +92,953	+67,357%	+$5.77M	0.31%	74
2022 Q4	$8.69K	Buy	+138	New	+$9.4K	﹤0.01%	731

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

Baker Avenue Asset Management's OXY Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Occidental Petroleum (OXY) stake by 32% in Q2 2026, buying an estimated $122K and bringing the position to 8,848 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #563.

Baker Avenue Asset Management first reported a position in OXY in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.81M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Baker Avenue Asset Management held 8,848 shares of Occidental Petroleum worth $430K as of Q2 2026.
Baker Avenue Asset Management bought 2,146 Occidental Petroleum shares in Q2 2026, an estimated $122K.
Occidental Petroleum made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #563 holding.
Baker Avenue Asset Management first reported a position in Occidental Petroleum in Q4 2022 and has held it in 6 quarters since.
Baker Avenue Asset Management's Occidental Petroleum position peaked at $5.81M in Q1 2023.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.