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Edgestream Partners’s Occidental Petroleum OXY Stock Holding History

Edgestream Partners’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 		$493K Buy
10,149
+5,262
+108% +$299K 0.01% 798
2026
Q1 		$318K Buy
+4,887
New +$246K 0.01% 790
2025
Q2 		– Sell
-10,436
Closed -$515K – 1017
2025
Q1 		$515K Sell
10,436
-9,960
-49% -$486K 0.02% 695
2024
Q4 		$1.01M Buy
+20,396
New +$1.03M 0.04% 568
2024
Q2 		– Sell
-4,792
Closed -$311K – 987
2024
Q1 		$311K Buy
4,792
+64
+1% +$3.82K 0.02% 718
2023
Q4 		$282K Sell
4,728
-3,519
-43% -$215K 0.02% 733
2023
Q3 		$535K Sell
8,247
-1,299
-14% -$81.7K 0.04% 582
2023
Q2 		$561K Buy
+9,546
New +$573K 0.05% 504
2023
Q1 		– Sell
-6,636
Closed -$418K – 625
2022
Q4 		$418K Sell
6,636
-77,397
-92% -$5.27M 0.05% 391
2022
Q3 		$5.16M Buy
84,033
+66,215
+372% +$4.24M 0.4% 73
2022
Q2 		$1.05M Buy
17,818
+4,421
+33% +$272K 0.08% 312
2022
Q1 		$760K Sell
13,397
-102,383
-88% -$4.53M 0.06% 368
2021
Q4 		$3.36M Sell
115,780
-167,463
-59% -$5.26M 0.21% 145
2021
Q3 		$8.38M Buy
283,243
+46,912
+20% +$1.25M 0.52% 49
2021
Q2 		$7.39M Sell
236,331
-134,134
-36% -$3.6M 0.44% 75
2021
Q1 		$9.86M Buy
370,465
+207,706
+128% +$5.2M 0.55% 46
2020
Q4 		$2.82M Sell
162,759
-319,343
-66% -$4.38M 0.14% 185
2020
Q3 		$4.83M Buy
+482,102
New +$6.8M 0.31% 107
2020
Q1 		– Sell
-17,893
Closed -$737K – 361
2019
Q4 		$737K Buy
+17,893
New +$717K 0.04% 254
2019
Q3 		– Sell
-101,871
Closed -$5.12M – 300
2019
Q2 		$5.12M Buy
101,871
+67,069
+193% +$3.77M 0.58% 58
2019
Q1 		$2.3M Sell
34,802
-1,075
-3% -$70.8K 0.34% 90
2018
Q4 		$2.2M Sell
35,877
-9,869
-22% -$694K 0.39% 88
2018
Q3 		$3.76M Buy
+45,746
New +$3.7M 0.64% 56

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

Edgestream Partners's OXY Position: Q2 2026 in Review

Edgestream Partners increased its Occidental Petroleum (OXY) stake by 108% in Q2 2026, buying an estimated $299K and bringing the position to 10,149 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #798.

Edgestream Partners first reported a position in OXY in Q3 2018 and has held it in 23 quarters since. The position peaked at $9.86M in Q1 2021. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Edgestream Partners held 10,149 shares of Occidental Petroleum worth $493K as of Q2 2026.
  • Edgestream Partners bought 5,262 Occidental Petroleum shares in Q2 2026, an estimated $299K.
  • Occidental Petroleum made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #798 holding.
  • Edgestream Partners first reported a position in Occidental Petroleum in Q3 2018 and has held it in 23 quarters since.
  • Edgestream Partners's Occidental Petroleum position peaked at $9.86M in Q1 2021.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.