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Cary Street Partners Investment Advisory’s Occidental Petroleum OXY Stock Holding History

Cary Street Partners Investment Advisory’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 		$80.9K Buy
1,666
+95
+6% +$5.39K 0.02% 530
2026
Q1 		$102K Buy
1,571
+692
+79% +$34.8K 0.03% 449
2025
Q4 		$36.1K Sell
879
-324
-27% -$13.5K 0.01% 541
2025
Q3 		$56.8K Buy
1,203
+389
+48% +$17.6K 0.02% 426
2025
Q2 		$34.2K Buy
814
+135
+20% +$5.64K 0.02% 439
2025
Q1 		$33.5K Buy
679
+120
+21% +$5.86K 0.02% 403
2024
Q4 		$27.6K Sell
559
-4,407
-89% -$223K 0.02% 383
2024
Q3 		$256K Buy
4,966
+1,372
+38% +$78.3K 0.01% 660
2024
Q2 		$227K Buy
3,594
+257
+8% +$16.5K 0.01% 677
2024
Q1 		$217K Sell
3,337
-2,595
-44% -$155K 0.01% 653
2023
Q4 		$354K Buy
5,932
+851
+17% +$51.9K 0.02% 495
2023
Q3 		$330K Buy
5,081
+1,134
+29% +$71.3K 0.02% 461
2023
Q2 		$232K Buy
3,947
+1,590
+67% +$95.4K 0.01% 477
2023
Q1 		$147K Sell
2,357
-5
-0.2% -$311 0.01% 533
2022
Q4 		$149K Buy
+2,362
New +$161K 0.01% 516
2022
Q3 		– Sell
-2,347
Closed -$138K – 548
2022
Q2 		$138K Buy
+2,347
New +$144K 0.01% 475
2020
Q4 		– Sell
-447
Closed -$4K – 708
2020
Q3 		$4K Buy
+447
New +$6.3K ﹤0.01% 858

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's OXY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Occidental Petroleum (OXY) stake by 6% in Q2 2026, buying an estimated $5.39K and bringing the position to 1,666 shares worth $80.9K. The position accounts for 0.02% of the portfolio, ranked #530.

Cary Street Partners Investment Advisory first reported a position in OXY in Q3 2020 and has held it in 17 quarters since. The position peaked at $354K in Q4 2023. 828 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,666 shares of Occidental Petroleum worth $80.9K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 95 Occidental Petroleum shares in Q2 2026, an estimated $5.39K.
  • Occidental Petroleum made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #530 holding.
  • Cary Street Partners Investment Advisory first reported a position in Occidental Petroleum in Q3 2020 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's Occidental Petroleum position peaked at $354K in Q4 2023.
  • 828 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.