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Chicago Partners Investment Group’s Occidental Petroleum OXY Stock Holding History

Chicago Partners Investment Group’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 		$1.66M Buy
28,886
+9,749
+51% +$554K 0.03% 425
2026
Q1 		$1.09M Buy
19,137
+13,564
+243% +$682K 0.02% 504
2025
Q4 		$246K Buy
5,573
+107
+2% +$4.46K 0.01% 1143
2025
Q3 		$223K Sell
5,466
-1,420
-21% -$64.2K 0.01% 1120
2025
Q2 		$306K Sell
6,886
-733
-10% -$30.6K 0.01% 824
2025
Q1 		$297K Sell
7,619
-2,679
-26% -$131K 0.01% 691
2024
Q4 		$527K Buy
10,298
+3,921
+61% +$198K 0.02% 492
2024
Q3 		$327K Buy
6,377
+697
+12% +$39.8K 0.01% 598
2024
Q2 		$342K Buy
5,680
+521
+10% +$33.4K 0.01% 556
2024
Q1 		$348K Buy
5,159
+325
+7% +$19.4K 0.01% 535
2023
Q4 		$277K Sell
4,834
-70
-1% -$4.27K 0.01% 561
2023
Q3 		$308K Buy
4,904
+197
+4% +$12.4K 0.02% 503
2023
Q2 		$289K Sell
4,707
-623
-12% -$37.4K 0.02% 542
2023
Q1 		$335K Sell
5,330
-303
-5% -$18.8K 0.02% 481
2022
Q4 		$364K Buy
5,633
+70
+1% +$4.77K 0.02% 443
2022
Q3 		$423K Sell
5,563
-101
-2% -$6.46K 0.03% 365
2022
Q2 		$372K Sell
5,664
-62
-1% -$3.81K 0.03% 393
2022
Q1 		$368K Buy
5,726
+94
+2% +$4.16K 0.03% 379
2021
Q4 		$232K Buy
+5,632
New +$177K 0.02% 492
2018
Q4 		– Sell
-400
Closed -$27K – 730
2018
Q3 		$27K Buy
400
+200
+100% +$16.2K ﹤0.01% 625
2018
Q2 		$17K Buy
+200
New +$16K ﹤0.01% 697
2017
Q4 		– Sell
-113
Closed -$7K – 925
2017
Q3 		$7K Buy
+113
New +$6.88K ﹤0.01% 827
2017
Q1 		– Sell
-63
Closed -$4K – 579
2016
Q4 		$4K Buy
+63
New +$4.47K ﹤0.01% 477
2016
Q1 		– Sell
-1,002
Closed -$68K – 469
2015
Q4 		$68K Buy
+1,002
New +$72.1K 0.03% 262

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

Chicago Partners Investment Group's OXY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Occidental Petroleum (OXY) stake by 51% in Q2 2026, buying an estimated $554K and bringing the position to 28,886 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #425.

Chicago Partners Investment Group first reported a position in OXY in Q4 2015 and has held it in 24 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Chicago Partners Investment Group held 28,886 shares of Occidental Petroleum worth $1.66M as of Q2 2026.
  • Chicago Partners Investment Group bought 9,749 Occidental Petroleum shares in Q2 2026, an estimated $554K.
  • Occidental Petroleum made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #425 holding.
  • Chicago Partners Investment Group first reported a position in Occidental Petroleum in Q4 2015 and has held it in 24 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.