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Carrera Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Carrera Capital 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
-3,574
Closed -$233K – 217
2026
Q1 		$233K Sell
3,574
-40,705
-92% -$2.05M 0.04% 166
2025
Q4 		$1.83M Buy
44,279
+227
+0.5% +$9.47K 0.31% 57
2025
Q3 		$2.09M Buy
+44,052
New +$1.99M 0.38% 49

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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

Carrera Capital Advisors's OXY Position: Q2 2026 in Review

Carrera Capital Advisors sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,574 shares — an estimated $233K sold.

Carrera Capital Advisors first reported a position in OXY in Q3 2025 and held it in 3 quarters. The position peaked at $2.09M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Carrera Capital Advisors reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Carrera Capital Advisors sold 3,574 Occidental Petroleum shares in Q2 2026, an estimated $233K.
  • Carrera Capital Advisors first reported a position in Occidental Petroleum in Q3 2025 and held it in 3 quarters.
  • Carrera Capital Advisors's Occidental Petroleum position peaked at $2.09M in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.