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Compass Financial Management’s Occidental Petroleum OXY Stock Holding History

Compass Financial Management’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

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BlackRock
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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Compass Financial Management's OXY Position: Q2 2026 in Review

Compass Financial Management 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.

1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Compass Financial Management held 4,119 shares of Occidental Petroleum worth $220K as of Q2 2026.
  • Occidental Petroleum was a new Compass Financial Management position in Q2 2026.
  • Occidental Petroleum made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #407 holding.
  • 1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.