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Dana Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Dana 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 		$2.06M Buy
42,400
+50
+0.1% +$2.84K 0.05% 334
2026
Q1 		$2.75M Sell
42,350
-850
-2% -$42.7K 0.08% 261
2025
Q4 		$1.78M Sell
43,200
-3,750
-8% -$156K 0.05% 320
2025
Q3 		$2.22M Buy
46,950
+100
+0.2% +$4.52K 0.07% 274
2025
Q2 		$1.97M Sell
46,850
-1,400
-3% -$58.5K 0.07% 284
2025
Q1 		$2.38M Buy
48,250
+2,950
+7% +$144K 0.09% 254
2024
Q4 		$2.24M Buy
+45,300
New +$2.29M 0.07% 272
2019
Q3 		– Sell
-167,100
Closed -$8.4M – 279
2019
Q2 		$8.4M Buy
167,100
+38,913
+30% +$2.19M 0.41% 77
2019
Q1 		$8.49M Sell
128,187
-260
-0.2% -$17.1K 0.4% 75
2018
Q4 		$7.88M Buy
128,447
+3,421
+3% +$240K 0.4% 77
2018
Q3 		$10.3M Buy
125,026
+21,159
+20% +$1.71M 0.42% 73
2018
Q2 		$8.69M Buy
+103,867
New +$8.3M 0.38% 79
2017
Q1 		– Sell
-31,552
Closed -$2.25M – 304
2016
Q4 		$2.25M Buy
31,552
+9,330
+42% +$663K 0.11% 165
2016
Q3 		$1.62M Sell
22,222
-14,968
-40% -$1.12M 0.08% 187
2016
Q2 		$2.81M Buy
37,190
+4,011
+12% +$300K 0.12% 130
2016
Q1 		$2.27M Buy
33,179
+30,298
+1,052% +$2.03M 0.1% 132
2015
Q4 		$2.88K Sell
2,881
-38,764
-93% -$2.79M 0.14% 121
2015
Q3 		$2.75M Buy
41,645
+3,481
+9% +$243K 0.13% 119
2015
Q2 		$2.96M Buy
38,164
+1,267
+3% +$99K 0.14% 121
2015
Q1 		$2.69M Buy
36,897
+3,550
+11% +$275K 0.13% 119
2014
Q4 		$2.68M Buy
33,347
+649
+2% +$53.9K 0.11% 121
2014
Q3 		$3.01M Buy
32,698
+348
+1% +$33.4K 0.17% 110
2014
Q2 		$3.18M Buy
32,350
+4,555
+16% +$428K 0.19% 97
2014
Q1 		$2.54M Buy
27,795
+545
+2% +$48.7K 0.16% 109
2013
Q4 		$2.48M Sell
27,250
-154
-0.6% -$14.1K 0.16% 115
2013
Q3 		$2.46M Sell
27,404
-37,359
-58% -$3.21M 0.18% 100
2013
Q2 		$5.54M Buy
+64,763
New +$5.47M 0.42% 72

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

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

Dana Investment Advisors increased its Occidental Petroleum (OXY) stake by 0.12% in Q2 2026, buying an estimated $2.84K and bringing the position to 42,400 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #334.

Dana Investment Advisors first reported a position in OXY in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2018. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Dana Investment Advisors held 42,400 shares of Occidental Petroleum worth $2.06M as of Q2 2026.
  • Dana Investment Advisors bought 50 Occidental Petroleum shares in Q2 2026, an estimated $2.84K.
  • Occidental Petroleum made up 0.05% of Dana Investment Advisors's portfolio in Q2 2026, its #334 holding.
  • Dana Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 27 quarters since.
  • Dana Investment Advisors's Occidental Petroleum position peaked at $10.3M in Q3 2018.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.