Family Management’s Occidental Petroleum OXY Stock Holding History

Family 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	$325K	Buy	6,699 +58	+0.9%	+$3.29K	0.03%	212
2026 Q1	$432K	Buy	+6,641	New	+$334K	0.05%	171
2025 Q4	–	Sell	-4,225	Closed	-$200K	–	309
2025 Q3	$200K	Buy	+4,225	New	+$191K	0.03%	216
2025 Q2	–	Sell	-4,297	Closed	-$212K	–	238
2025 Q1	$212K	Hold	4,297	–	–	0.03%	169
2024 Q4	$212K	Hold	4,297	–	–	0.03%	153
2024 Q3	$221K	Sell	4,297 -99	-2%	-$5.65K	0.04%	151
2024 Q2	$277K	Buy	4,396 +99	+2%	+$6.35K	0.05%	123
2024 Q1	$279K	Hold	4,297	–	–	0.05%	123
2023 Q4	$257K	Hold	4,297	–	–	0.05%	113
2023 Q3	$279K	Sell	4,297 -2,275	-35%	-$143K	0.06%	104
2023 Q2	$386K	Buy	+6,572	New	+$394K	0.08%	92

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Family Management's OXY Position: Q2 2026 in Review

Family Management increased its Occidental Petroleum (OXY) stake by 0.87% in Q2 2026, buying an estimated $3.29K and bringing the position to 6,699 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #212.

Family Management first reported a position in OXY in Q2 2023 and has held it in 11 quarters since. The position peaked at $432K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Family Management held 6,699 shares of Occidental Petroleum worth $325K as of Q2 2026.
Family Management bought 58 Occidental Petroleum shares in Q2 2026, an estimated $3.29K.
Occidental Petroleum made up 0.03% of Family Management's portfolio in Q2 2026, its #212 holding.
Family Management first reported a position in Occidental Petroleum in Q2 2023 and has held it in 11 quarters since.
Family Management's Occidental Petroleum position peaked at $432K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.