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Bell Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Bell Investment 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 		$6.02K Hold
124
– – ﹤0.01% 906
2026
Q1 		$8.06K Buy
124
+23
+23% +$1.16K ﹤0.01% 772
2025
Q4 		$4.15K Sell
101
-14
-12% -$584 ﹤0.01% 1048
2025
Q3 		$5.43K Hold
115
– – ﹤0.01% 892
2025
Q2 		$4.83K Buy
115
+14
+14% +$585 ﹤0.01% 992
2025
Q1 		$4.99K Buy
101
+11
+12% +$537 ﹤0.01% 912
2024
Q4 		$4.45K Buy
90
+4
+5% +$202 ﹤0.01% 978
2024
Q3 		$4.43K Sell
86
-15
-15% -$856 ﹤0.01% 999
2024
Q2 		$6.37K Buy
101
+7
+7% +$449 ﹤0.01% 809
2024
Q1 		$6.11K Sell
94
-28
-23% -$1.67K ﹤0.01% 818
2023
Q4 		$7.29K Buy
122
+3
+3% +$183 ﹤0.01% 690
2023
Q3 		$7.72K Sell
119
-40
-25% -$2.52K ﹤0.01% 602
2023
Q2 		$9.35K Sell
159
-32
-17% -$1.92K ﹤0.01% 529
2023
Q1 		$11.9K Buy
191
+8
+4% +$497 ﹤0.01% 431
2022
Q4 		$11.5K Sell
183
-3
-2% -$204 ﹤0.01% 436
2022
Q3 		$11K Sell
186
-4
-2% -$256 ﹤0.01% 394
2022
Q2 		$11K Buy
+190
New +$11.7K ﹤0.01% 409
2021
Q4 		$4K Hold
144
– – ﹤0.01% 884
2021
Q3 		$4K Buy
+144
New +$3.84K ﹤0.01% 812

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

Bell Investment Advisors's OXY Position: Q2 2026 in Review

Bell Investment Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 124 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Bell Investment Advisors first reported a position in OXY in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9K in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bell Investment Advisors held 124 shares of Occidental Petroleum worth $6.02K as of Q2 2026.
  • Bell Investment Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #906 holding.
  • Bell Investment Advisors first reported a position in Occidental Petroleum in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Occidental Petroleum position peaked at $11.9K in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.