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Bradley Foster & Sargent’s Occidental Petroleum OXY Stock Holding History

Bradley Foster & Sargent’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 		$829K Sell
17,076
-35
-0.2% -$1.99K 0.01% 331
2026
Q1 		$1.11M Sell
17,111
-1,590
-9% -$80K 0.02% 284
2025
Q4 		$769K Sell
18,701
-3,860
-17% -$161K 0.01% 324
2025
Q3 		$1.07M Hold
22,561
– – 0.02% 287
2025
Q2 		$948K Sell
22,561
-8,694
-28% -$363K 0.01% 298
2025
Q1 		$1.54M Buy
31,255
+21,293
+214% +$1.04M 0.03% 222
2024
Q4 		$492K Buy
9,962
+1,453
+17% +$73.4K 0.01% 357
2024
Q3 		$439K Sell
8,509
-185
-2% -$10.6K 0.01% 372
2024
Q2 		$548K Hold
8,694
– – 0.01% 345
2024
Q1 		$565K Hold
8,694
– – 0.01% 340
2023
Q4 		$519K Buy
8,694
+620
+8% +$37.8K 0.01% 341
2023
Q3 		$475K Hold
8,074
– – 0.01% 347
2023
Q2 		$475K Sell
8,074
-502
-6% -$30.1K 0.01% 347
2023
Q1 		$535K Buy
+8,576
New +$533K 0.01% 320
2020
Q1 		– Sell
-16,051
Closed -$661K – 349
2019
Q4 		$661K Sell
16,051
-2,637
-14% -$106K 0.02% 249
2019
Q3 		$831K Sell
18,688
-646
-3% -$30.5K 0.03% 226
2019
Q2 		$972K Sell
19,334
-8,272
-30% -$465K 0.03% 211
2019
Q1 		$1.83M Buy
27,606
+42
+0.2% +$2.77K 0.06% 173
2018
Q4 		$1.69M Buy
27,564
+7,707
+39% +$542K 0.07% 169
2018
Q3 		$1.63M Sell
19,857
-127
-0.6% -$10.3K 0.06% 187
2018
Q2 		$1.67M Buy
19,984
+895
+5% +$71.5K 0.06% 184
2018
Q1 		$1.24M Sell
19,089
-94
-0.5% -$6.58K 0.05% 199
2017
Q4 		$1.41M Sell
19,183
-350
-2% -$23.8K 0.05% 188
2017
Q3 		$1.25M Sell
19,533
-138
-0.7% -$8.4K 0.05% 194
2017
Q2 		$1.18M Buy
19,671
+524
+3% +$32.1K 0.05% 192
2017
Q1 		$1.21M Sell
19,147
-689
-3% -$45.8K 0.05% 187
2016
Q4 		$1.41M Sell
19,836
-4,175
-17% -$297K 0.06% 178
2016
Q3 		$1.75M Buy
24,011
+13
+0.1% +$973 0.08% 158
2016
Q2 		$1.81M Buy
23,998
+522
+2% +$39K 0.08% 149
2016
Q1 		$1.61M Sell
23,476
-21,709
-48% -$1.46M 0.07% 154
2015
Q4 		$3.05M Sell
45,185
-14,999
-25% -$1.08M 0.14% 122
2015
Q3 		$3.97M Sell
60,184
-27,689
-32% -$1.93M 0.2% 103
2015
Q2 		$6.82M Sell
87,873
-56,617
-39% -$4.42M 0.31% 84
2015
Q1 		$10.5M Sell
144,490
-66,901
-32% -$5.17M 0.48% 74
2014
Q4 		$17M Sell
211,391
-55,314
-21% -$4.59M 0.8% 43
2014
Q3 		$24.6M Sell
266,705
-48,913
-15% -$4.69M 1.17% 23
2014
Q2 		$31M Sell
315,618
-10,265
-3% -$965K 1.51% 15
2014
Q1 		$29.8M Sell
325,883
-48,732
-13% -$4.35M 1.54% 13
2013
Q4 		$34.1M Sell
374,615
-2,299
-0.6% -$210K 1.81% 8
2013
Q3 		$33.8M Buy
376,914
+12,405
+3% +$1.07M 1.97% 8
2013
Q2 		$31.2M Buy
+364,509
New +$30.8M 1.92% 9

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

Bradley Foster & Sargent's OXY Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Occidental Petroleum (OXY) stake by 0.2% in Q2 2026, selling an estimated $1.99K and leaving 17,076 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #331.

Bradley Foster & Sargent first reported a position in OXY in Q2 2013 and has held it in 41 quarters since. The position peaked at $34.1M in Q4 2013. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bradley Foster & Sargent held 17,076 shares of Occidental Petroleum worth $829K as of Q2 2026.
  • Bradley Foster & Sargent sold 35 Occidental Petroleum shares in Q2 2026, an estimated $1.99K.
  • Occidental Petroleum made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #331 holding.
  • Bradley Foster & Sargent first reported a position in Occidental Petroleum in Q2 2013 and has held it in 41 quarters since.
  • Bradley Foster & Sargent's Occidental Petroleum position peaked at $34.1M in Q4 2013.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.