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CBIZ Investment Advisory Services’s Occidental Petroleum OXY Stock Holding History

CBIZ Investment Advisory Services’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 		$4.18K Hold
64
– – ﹤0.01% 247
2026
Q1 		$4.18K Sell
64
-318
-83% -$16K ﹤0.01% 247
2025
Q4 		$15.8K Sell
382
-206
-35% -$8.6K ﹤0.01% 301
2025
Q3 		$27.9K Buy
588
+22
+4% +$994 ﹤0.01% 201
2025
Q2 		$23.9K Buy
566
+505
+828% +$21.1K ﹤0.01% 237
2025
Q1 		$3.03K Buy
61
+21
+53% +$1.02K ﹤0.01% 436
2024
Q4 		$1.99K Buy
+40
New +$2.02K ﹤0.01% 384
2020
Q1 		– Hold
0
– – – 160

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

CBIZ Investment Advisory Services's OXY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 64 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

CBIZ Investment Advisory Services first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.9K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • CBIZ Investment Advisory Services held 64 shares of Occidental Petroleum worth $4.18K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #247 holding.
  • CBIZ Investment Advisory Services first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's Occidental Petroleum position peaked at $27.9K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.