BGAI
OXY icon

Bruce G. Allen Investments’s Occidental Petroleum OXY Stock Holding History

Bruce G. Allen Investments’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 		$2.62K Sell
54
-28
-34% -$1.59K ﹤0.01% 643
2026
Q1 		$5.33K Buy
82
+4
+5% +$201 ﹤0.01% 551
2025
Q4 		$3.21K Hold
78
– – ﹤0.01% 624
2025
Q3 		$3.69K Hold
78
– – ﹤0.01% 606
2025
Q2 		$3.28K Sell
78
-30
-28% -$1.25K ﹤0.01% 626
2025
Q1 		$5.33K Sell
108
-106
-50% -$5.17K ﹤0.01% 559
2024
Q4 		$10.6K Buy
214
+139
+185% +$7.02K 0.01% 464
2024
Q3 		$3.87K Sell
75
-6
-7% -$342 ﹤0.01% 620
2024
Q2 		$5.11K Sell
81
-45
-36% -$2.89K ﹤0.01% 564
2024
Q1 		$8.19K Sell
126
-98
-44% -$5.85K 0.01% 504
2023
Q4 		$13.4K Buy
+224
New +$13.7K 0.01% 433

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's OXY Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Occidental Petroleum (OXY) stake by 34% in Q2 2026, selling an estimated $1.59K and leaving 54 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Bruce G. Allen Investments first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q4 2023. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bruce G. Allen Investments held 54 shares of Occidental Petroleum worth $2.62K as of Q2 2026.
  • Bruce G. Allen Investments sold 28 Occidental Petroleum shares in Q2 2026, an estimated $1.59K.
  • Occidental Petroleum made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #643 holding.
  • Bruce G. Allen Investments first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Occidental Petroleum position peaked at $13.4K in Q4 2023.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.