CF
OXY icon

Concorde Financial’s Occidental Petroleum OXY Stock Holding History

Concorde Financial’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 		$6.63M Sell
135,775
-2,387
-2% -$136K 5.34% 7
2026
Q1 		$9.02M Buy
138,162
+2,420
+2% +$122K 7.08% 2
2025
Q4 		$6.14M Buy
135,742
+26,080
+24% +$1.09M 4.76% 7
2025
Q3 		$5.18M Sell
109,662
-9,006
-8% -$407K 2.87% 14
2025
Q2 		$4.99M Buy
118,668
+3,958
+3% +$165K 2.95% 15
2025
Q1 		$5.66M Buy
114,710
+5,813
+5% +$284K 3.12% 10
2024
Q4 		$5.41M Sell
108,897
-1,874
-2% -$94.7K 3.22% 12
2024
Q3 		$5.73M Buy
+110,771
New +$6.32M 3.38% 11

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

Concorde Financial's OXY Position: Q2 2026 in Review

Concorde Financial reduced its Occidental Petroleum (OXY) stake by 1.7% in Q2 2026, selling an estimated $136K and leaving 135,775 shares worth $6.63M. The position accounts for 5.34% of the portfolio, ranked #7.

Concorde Financial first reported a position in OXY in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.02M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Concorde Financial held 135,775 shares of Occidental Petroleum worth $6.63M as of Q2 2026.
  • Concorde Financial sold 2,387 Occidental Petroleum shares in Q2 2026, an estimated $136K.
  • Occidental Petroleum made up 5.34% of Concorde Financial's portfolio in Q2 2026, its #7 holding.
  • Concorde Financial first reported a position in Occidental Petroleum in Q3 2024 and has held it in 8 quarters since.
  • Concorde Financial's Occidental Petroleum position peaked at $9.02M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Concorde Financial's 13F filing for Q2 2026, filed 14 Aug 2026.