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Cumberland Advisors’s Occidental Petroleum OXY Stock Holding History

Cumberland 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 		$1.89M Hold
39,000
– – 0.67% 30
2026
Q1 		$2.54M Hold
39,000
– – 0.99% 24
2025
Q4 		$1.6M Sell
39,000
-500
-1% -$20.9K 0.61% 30
2025
Q3 		$1.87M Sell
39,500
-1,000
-2% -$45.2K 0.72% 29
2025
Q2 		$1.7M Sell
40,500
-2
-0% -$84 0.72% 29
2025
Q1 		$2M Buy
40,502
+2,002
+5% +$97.7K 0.91% 24
2024
Q4 		$1.9M Sell
38,500
-1,000
-3% -$50.5K 0.76% 29
2024
Q3 		$2.04M Hold
39,500
– – 0.81% 26
2024
Q2 		$2.49M Sell
39,500
-2,000
-5% -$128K 1.02% 22
2024
Q1 		$2.7M Hold
41,500
– – 1% 24
2023
Q4 		$2.48M Buy
+41,500
New +$2.53M 1.06% 23
2023
Q3 		– Sell
-41,100
Closed -$2.42M – 61
2023
Q2 		$2.42M Buy
41,100
+1,200
+3% +$72K 1.1% 21
2023
Q1 		$2.49M Hold
39,900
– – 1.02% 24
2022
Q4 		$2.51M Hold
39,900
– – 1.09% 23
2022
Q3 		$2.45M Buy
39,900
+1,500
+4% +$96K 0.98% 24
2022
Q2 		$2.26M Hold
38,400
– – 0.75% 23
2022
Q1 		$2.18M Buy
38,400
+2,800
+8% +$124K 0.5% 32
2021
Q4 		$1.03M Buy
35,600
+7,000
+24% +$220K 0.22% 43
2021
Q3 		$846K Sell
28,600
-1,500
-5% -$40K 0.2% 44
2021
Q2 		$941K Hold
30,100
– – 0.22% 46
2021
Q1 		$801K Buy
30,100
+16,800
+126% +$420K 0.2% 49
2020
Q4 		$230K Buy
+13,300
New +$182K 0.08% 54
2020
Q2 		$550K Buy
30,050
+14,000
+87% +$221K 0.21% 47
2020
Q1 		$186K Buy
16,050
+7,150
+80% +$235K 0.08% 59
2019
Q4 		$367K Buy
8,900
+200
+2% +$8.01K 0.13% 59
2019
Q3 		$387K Buy
8,700
+4,000
+85% +$189K 0.11% 60
2019
Q2 		$236K Hold
4,700
– – 0.08% 70
2019
Q1 		$311K Buy
4,700
+150
+3% +$9.88K 0.11% 63
2018
Q4 		$279K Buy
+4,550
New +$320K 0.1% 60

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

Cumberland Advisors's OXY Position: Q2 2026 in Review

Cumberland Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 39,000 shares worth $1.89M. The position accounts for 0.67% of the portfolio, ranked #30.

Cumberland Advisors first reported a position in OXY in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.7M in Q1 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cumberland Advisors held 39,000 shares of Occidental Petroleum worth $1.89M as of Q2 2026.
  • Cumberland Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.67% of Cumberland Advisors's portfolio in Q2 2026, its #30 holding.
  • Cumberland Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 29 quarters since.
  • Cumberland Advisors's Occidental Petroleum position peaked at $2.7M in Q1 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.