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Foundations Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Foundations 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 		$1.56M Buy
32,170
+22,882
+246% +$1.3M 0.02% 470
2026
Q1 		$604K Sell
9,288
-2,343
-20% -$118K 0.01% 659
2025
Q4 		$478K Sell
11,631
-2,890
-20% -$121K 0.01% 727
2025
Q3 		$686K Buy
14,521
+3,442
+31% +$156K 0.01% 571
2025
Q2 		$465K Sell
11,079
-214
-2% -$8.94K 0.01% 600
2025
Q1 		$557K Buy
11,293
+546
+5% +$26.7K 0.01% 549
2024
Q4 		$531K Buy
10,747
+79
+0.7% +$3.99K 0.01% 530
2024
Q3 		$550K Buy
10,668
+670
+7% +$38.2K 0.01% 502
2024
Q2 		$630K Sell
9,998
-148
-1% -$9.49K 0.02% 442
2024
Q1 		$659K Buy
10,146
+1,663
+20% +$99.3K 0.02% 403
2023
Q4 		$486K Sell
8,483
-820
-9% -$50K 0.01% 440
2023
Q3 		$604K Buy
9,303
+226
+2% +$14.2K 0.02% 356
2023
Q2 		$534K Buy
9,077
+886
+11% +$53.2K 0.02% 352
2023
Q1 		$511K Buy
8,191
+3,946
+93% +$245K 0.02% 318
2022
Q4 		$267K Buy
+4,245
New +$289K 0.01% 361
2020
Q1 		– Sell
-30,136
Closed -$1.36M – 143
2019
Q4 		$1.36M Buy
30,136
+3,118
+12% +$125K 0.17% 48
2019
Q3 		$1.17M Buy
27,018
+7,703
+40% +$364K 0.15% 54
2019
Q2 		$950K Buy
19,315
+6,015
+45% +$338K 0.14% 56
2019
Q1 		$880K Buy
13,300
+1,025
+8% +$67.5K 0.15% 40
2018
Q4 		$826K Buy
+12,275
New +$863K 0.17% 36

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

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

Foundations Investment Advisors increased its Occidental Petroleum (OXY) stake by 246% in Q2 2026, buying an estimated $1.3M and bringing the position to 32,170 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #470.

Foundations Investment Advisors first reported a position in OXY in Q4 2018 and has held it in 20 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Foundations Investment Advisors held 32,170 shares of Occidental Petroleum worth $1.56M as of Q2 2026.
  • Foundations Investment Advisors bought 22,882 Occidental Petroleum shares in Q2 2026, an estimated $1.3M.
  • Occidental Petroleum made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #470 holding.
  • Foundations Investment Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 20 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.