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Carnegie Lake Advisors’s Occidental Petroleum OXY Stock Holding History

Carnegie Lake 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
2026
Q2 		– Sell
-3,525
Closed -$229K – 174
2026
Q1 		$229K Buy
+3,525
New +$177K 0.09% 151
2025
Q2 		– Sell
-4,125
Closed -$204K – 169
2025
Q1 		$204K Hold
4,125
– – 0.08% 146
2024
Q4 		$204K Hold
4,125
– – 0.08% 148
2024
Q3 		$213K Buy
+4,125
New +$235K 0.08% 142

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

Carnegie Lake Advisors's OXY Position: Q2 2026 in Review

Carnegie Lake Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,525 shares — an estimated $229K sold.

Carnegie Lake Advisors first reported a position in OXY in Q3 2024 and held it in 4 quarters. The position peaked at $229K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Carnegie Lake Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Carnegie Lake Advisors sold 3,525 Occidental Petroleum shares in Q2 2026, an estimated $229K.
  • Carnegie Lake Advisors first reported a position in Occidental Petroleum in Q3 2024 and held it in 4 quarters.
  • Carnegie Lake Advisors's Occidental Petroleum position peaked at $229K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.