Concurrent Investment Advisors
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Concurrent Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Concurrent Investment Advisors’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 		$1.91M Buy
39,300
+4,300
+12% +$244K 0.02% 735
2026
Q1 		$2.27M Buy
+35,000
New +$1.76M 0.02% 569
2025
Q4 		– Sell
-5,000
Closed -$236K – 1835
2025
Q3 		$236K Buy
+5,000
New +$226K ﹤0.01% 1269

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's OXY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Occidental Petroleum (OXY) stake by 6% in Q2 2026, selling an estimated $47.5K and leaving 13,143 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1260.

Concurrent Investment Advisors first reported a position in OXY in Q4 2023 and has held it in 10 quarters since. The position peaked at $909K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Concurrent Investment Advisors held 13,143 shares of Occidental Petroleum worth $638K as of Q2 2026.
  • Concurrent Investment Advisors sold 837 Occidental Petroleum shares in Q2 2026, an estimated $47.5K.
  • Occidental Petroleum made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1260 holding.
  • Concurrent Investment Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Occidental Petroleum position peaked at $909K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.