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Berger Financial Group’s Occidental Petroleum OXY Stock Holding History

Berger Financial Group’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 		$224K Sell
4,616
-724
-14% -$41.1K 0.01% 440
2026
Q1 		$347K Sell
5,340
-582
-10% -$29.3K 0.02% 343
2025
Q4 		$244K Sell
5,922
-422
-7% -$17.6K 0.01% 415
2025
Q3 		$300K Sell
6,344
-567
-8% -$25.6K 0.02% 357
2025
Q2 		$290K Sell
6,911
-1,017
-13% -$42.5K 0.02% 343
2025
Q1 		$391K Buy
7,928
+799
+11% +$39K 0.03% 294
2024
Q4 		$352K Buy
7,129
+451
+7% +$22.8K 0.02% 303
2024
Q3 		$344K Buy
6,678
+2,950
+79% +$168K 0.02% 282
2024
Q2 		$235K Buy
+3,728
New +$239K 0.02% 332

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

Berger Financial Group's OXY Position: Q2 2026 in Review

Berger Financial Group reduced its Occidental Petroleum (OXY) stake by 14% in Q2 2026, selling an estimated $41.1K and leaving 4,616 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #440.

Berger Financial Group first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $391K in Q1 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Berger Financial Group held 4,616 shares of Occidental Petroleum worth $224K as of Q2 2026.
  • Berger Financial Group sold 724 Occidental Petroleum shares in Q2 2026, an estimated $41.1K.
  • Occidental Petroleum made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #440 holding.
  • Berger Financial Group first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
  • Berger Financial Group's Occidental Petroleum position peaked at $391K in Q1 2025.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.