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Crestwood Advisors Group’s Occidental Petroleum OXY Stock Holding History

Crestwood Advisors Group’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 		$460K Buy
9,474
+2,726
+40% +$155K 0.01% 525
2026
Q1 		$439K Buy
6,748
+1,630
+32% +$82K 0.01% 463
2025
Q4 		$210K Sell
5,118
-1,614
-24% -$67.4K ﹤0.01% 651
2025
Q3 		$318K Buy
6,732
+758
+13% +$34.3K 0.01% 455
2025
Q2 		$251K Buy
+5,974
New +$250K ﹤0.01% 480
2017
Q2 		– Sell
-2,173
Closed -$130K – 358
2017
Q1 		$130K Sell
2,173
-899
-29% -$59.8K 0.01% 171
2016
Q4 		$219K Sell
3,072
-300
-9% -$21.3K 0.02% 147
2016
Q3 		$246K Sell
3,372
-1,760
-34% -$132K 0.03% 115
2016
Q2 		$388K Hold
5,132
– – 0.05% 92
2016
Q1 		$351K Sell
5,132
-209
-4% -$14K 0.04% 105
2015
Q4 		$360K Buy
5,341
+1,002
+23% +$72.1K 0.04% 108
2015
Q3 		$287K Hold
4,339
– – 0.04% 118
2015
Q2 		$337K Sell
4,339
-2,705
-38% -$211K 0.04% 111
2015
Q1 		$513K Sell
7,044
-960
-12% -$74.2K 0.07% 79
2014
Q4 		$644K Sell
8,004
-1,400
-15% -$116K 0.1% 68
2014
Q3 		$866K Buy
9,404
+2,035
+28% +$195K 0.14% 59
2014
Q2 		$725K Buy
7,369
+21
+0.3% +$1.97K 0.12% 61
2014
Q1 		$671K Sell
7,348
-2,073
-22% -$185K 0.11% 62
2013
Q4 		$858K Buy
9,421
+52
+0.6% +$4.75K 0.14% 56
2013
Q3 		$840K Sell
9,369
-261
-3% -$22.4K 0.15% 56
2013
Q2 		$823K Buy
+9,630
New +$814K 0.15% 57

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

Crestwood Advisors Group's OXY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Occidental Petroleum (OXY) stake by 40% in Q2 2026, buying an estimated $155K and bringing the position to 9,474 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #525.

Crestwood Advisors Group first reported a position in OXY in Q2 2013 and has held it in 21 quarters since. The position peaked at $866K in Q3 2014. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Crestwood Advisors Group held 9,474 shares of Occidental Petroleum worth $460K as of Q2 2026.
  • Crestwood Advisors Group bought 2,726 Occidental Petroleum shares in Q2 2026, an estimated $155K.
  • Occidental Petroleum made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #525 holding.
  • Crestwood Advisors Group first reported a position in Occidental Petroleum in Q2 2013 and has held it in 21 quarters since.
  • Crestwood Advisors Group's Occidental Petroleum position peaked at $866K in Q3 2014.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.