C
OXY icon

Covestor’s Occidental Petroleum OXY Stock Holding History

Covestor’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 		$20K Sell
409
-779
-66% -$44.2K 0.01% 1176
2026
Q1 		$78K Buy
1,188
+739
+165% +$37.2K 0.05% 412
2025
Q4 		$18K Hold
449
– – 0.01% 1325
2025
Q3 		$21K Sell
449
-30
-6% -$1.36K 0.01% 1256
2025
Q2 		$20K Sell
479
-3
-0.6% -$125 0.01% 1253
2025
Q1 		$24K Buy
482
+24
+5% +$1.17K 0.02% 1136
2024
Q4 		$23K Buy
458
+4
+0.9% +$202 0.01% 1143
2024
Q3 		$23K Sell
454
-651
-59% -$37.1K 0.01% 1164
2024
Q2 		$70K Sell
1,105
-620
-36% -$39.8K 0.05% 703
2024
Q1 		$112K Buy
1,725
+384
+29% +$22.9K 0.07% 467
2023
Q4 		$80K Sell
1,341
-98
-7% -$5.98K 0.05% 636
2023
Q3 		$93K Sell
1,439
-189
-12% -$11.9K 0.07% 462
2023
Q2 		$96K Sell
1,628
-494
-23% -$29.6K 0.07% 468
2023
Q1 		$133K Buy
2,122
+535
+34% +$33.2K 0.12% 244
2022
Q4 		$100K Buy
1,587
+195
+14% +$13.3K 0.08% 391
2022
Q3 		$86K Sell
1,392
-143
-9% -$9.15K 0.08% 432
2022
Q2 		$90K Buy
1,535
+145
+10% +$8.91K 0.07% 474
2022
Q1 		$79K Buy
1,390
+783
+129% +$34.6K 0.05% 645
2021
Q4 		$18K Buy
+607
New +$19K 0.03% 882

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

Covestor's OXY Position: Q2 2026 in Review

Covestor reduced its Occidental Petroleum (OXY) stake by 66% in Q2 2026, selling an estimated $44.2K and leaving 409 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #1176.

Covestor first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $133K in Q1 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Covestor held 409 shares of Occidental Petroleum worth $20K as of Q2 2026.
  • Covestor sold 779 Occidental Petroleum shares in Q2 2026, an estimated $44.2K.
  • Occidental Petroleum made up 0.01% of Covestor's portfolio in Q2 2026, its #1176 holding.
  • Covestor first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Occidental Petroleum position peaked at $133K in Q1 2023.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.