CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Occidental Petroleum OXY Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-200
Closed -$13 – 2760
2023
Q3 		$13 Buy
+200
New +$12.6K ﹤0.01% 2619

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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

CAPTRUST Financial Advisors's OXY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Occidental Petroleum (OXY) stake by 15% in Q2 2026, buying an estimated $884K and bringing the position to 116,690 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #764.

CAPTRUST Financial Advisors first reported a position in OXY in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.1M in Q4 2019. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • CAPTRUST Financial Advisors held 116,690 shares of Occidental Petroleum worth $5.67M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 15,561 Occidental Petroleum shares in Q2 2026, an estimated $884K.
  • Occidental Petroleum made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #764 holding.
  • CAPTRUST Financial Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Occidental Petroleum position peaked at $13.1M in Q4 2019.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.