COMPASS FINANCIAL MANAGEMENT LLC’s Occidental Petroleum OXY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$220K	Buy	+4,119	New	+$234K	0.03%	407

Other funds holding OXY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's OXY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Occidental Petroleum (OXY) in Q2 2026: 4,119 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings.

910 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,119 shares of Occidental Petroleum worth $220K as of Q2 2026.
Occidental Petroleum was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Occidental Petroleum made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #407 holding.
910 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.