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Crewe Advisors’s Occidental Petroleum OXY Stock Holding History

Crewe 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 		$23.3K Buy
479
+98
+26% +$5.57K ﹤0.01% 580
2026
Q1 		$24.8K Hold
381
– – ﹤0.01% 476
2025
Q4 		$15.7K Hold
381
– – ﹤0.01% 536
2025
Q3 		$18K Hold
381
– – ﹤0.01% 517
2025
Q2 		$16K Hold
381
– – ﹤0.01% 402
2025
Q1 		$18.8K Hold
381
– – ﹤0.01% 355
2024
Q4 		$18.8K Sell
381
-132
-26% -$6.67K ﹤0.01% 361
2024
Q3 		$26.4K Hold
513
– – ﹤0.01% 377
2024
Q2 		$32.3K Sell
513
-66
-11% -$4.23K ﹤0.01% 454
2024
Q1 		$37.6K Buy
+579
New +$34.6K ﹤0.01% 404
2023
Q3 		– Sell
-54
Closed -$3.18K – 830
2023
Q2 		$3.18K Buy
54
+4
+8% +$240 ﹤0.01% 504
2023
Q1 		$3.12K Buy
50
+4
+9% +$249 ﹤0.01% 683
2022
Q4 		$2.9K Sell
46
-171
-79% -$11.6K ﹤0.01% 776
2022
Q3 		$13K Buy
217
+85
+64% +$5.44K ﹤0.01% 588
2022
Q2 		$8K Buy
+132
New +$8.11K ﹤0.01% 667
2022
Q1 		– Sell
-1,556
Closed -$45K – 492
2021
Q4 		$45K Hold
1,556
– – 0.01% 198
2021
Q3 		$46K Hold
1,556
– – 0.01% 155
2021
Q2 		$49K Hold
1,556
– – 0.01% 156
2021
Q1 		$41K Hold
1,556
– – 0.01% 160
2020
Q4 		$27K Hold
1,556
– – 0.01% 179
2020
Q3 		$16K Hold
1,556
– – 0.01% 200
2020
Q2 		$28K Hold
1,556
– – 0.01% 131
2020
Q1 		$18K Hold
1,556
– – 0.01% 128
2019
Q4 		$64K Hold
1,556
– – 0.03% 99
2019
Q3 		$69K Sell
1,556
-15
-1% -$709 0.03% 99
2019
Q2 		$79K Buy
1,571
+1,556
+10,373% +$87.6K 0.03% 121
2019
Q1 		$1K Hold
15
– – ﹤0.01% 238
2018
Q4 		$1K Buy
+15
New +$1.05K ﹤0.01% 224

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

Crewe Advisors's OXY Position: Q2 2026 in Review

Crewe Advisors increased its Occidental Petroleum (OXY) stake by 26% in Q2 2026, buying an estimated $5.57K and bringing the position to 479 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Crewe Advisors first reported a position in OXY in Q4 2018 and has held it in 28 quarters since. The position peaked at $79K in Q2 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Crewe Advisors held 479 shares of Occidental Petroleum worth $23.3K as of Q2 2026.
  • Crewe Advisors bought 98 Occidental Petroleum shares in Q2 2026, an estimated $5.57K.
  • Occidental Petroleum made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #580 holding.
  • Crewe Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 28 quarters since.
  • Crewe Advisors's Occidental Petroleum position peaked at $79K in Q2 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.