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Bleakley Financial Group’s Occidental Petroleum OXY Stock Holding History

Bleakley 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 		$6.75M Buy
138,905
+39,057
+39% +$2.22M 0.09% 186
2026
Q1 		$6.49M Buy
99,848
+38,456
+63% +$1.93M 0.1% 174
2025
Q4 		$2.52M Buy
61,392
+45,652
+290% +$1.91M 0.04% 311
2025
Q3 		$744K Buy
15,740
+1,482
+10% +$67K 0.02% 460
2025
Q2 		$599K Buy
+14,258
New +$596K 0.02% 464
2025
Q1 		– Sell
-7,484
Closed -$370K – 845
2024
Q4 		$370K Sell
7,484
-3,119
-29% -$158K 0.01% 710
2024
Q3 		$546K Buy
10,603
+834
+9% +$47.6K 0.02% 580
2024
Q2 		$616K Buy
9,769
+603
+7% +$38.7K 0.02% 539
2024
Q1 		$596K Buy
9,166
+15
+0.2% +$896 0.02% 561
2023
Q4 		$546K Buy
9,151
+861
+10% +$52.5K 0.02% 562
2023
Q3 		$538K Sell
8,290
-1,674
-17% -$105K 0.02% 522
2023
Q2 		$586K Sell
9,964
-2,134
-18% -$128K 0.02% 544
2023
Q1 		$755K Sell
12,098
-773
-6% -$48K 0.03% 457
2022
Q4 		$811K Buy
+12,871
New +$877K 0.03% 420

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

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

Bleakley Financial Group increased its Occidental Petroleum (OXY) stake by 39% in Q2 2026, buying an estimated $2.22M and bringing the position to 138,905 shares worth $6.75M. The position accounts for 0.09% of the portfolio, ranked #186.

Bleakley Financial Group first reported a position in OXY in Q4 2022 and has held it in 14 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bleakley Financial Group held 138,905 shares of Occidental Petroleum worth $6.75M as of Q2 2026.
  • Bleakley Financial Group bought 39,057 Occidental Petroleum shares in Q2 2026, an estimated $2.22M.
  • Occidental Petroleum made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #186 holding.
  • Bleakley Financial Group first reported a position in Occidental Petroleum in Q4 2022 and has held it in 14 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.