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Donaldson Capital Management’s Occidental Petroleum OXY Stock Holding History

Donaldson Capital Management’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 		$426K Buy
+8,772
New +$498K 0.01% 231

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BlackRock
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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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Geode Capital Management
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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

Donaldson Capital Management's OXY Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 8,772 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Donaldson Capital Management held 8,772 shares of Occidental Petroleum worth $426K as of Q2 2026.
  • Occidental Petroleum was a new Donaldson Capital Management position in Q2 2026.
  • Occidental Petroleum made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #231 holding.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.