Founders Financial Alliance’s Occidental Petroleum OXY Stock Holding History

Founders Financial Alliance’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	–	Sell	-6,050	Closed	-$393K	–	812
2026 Q1	$393K	Buy	6,050 +392	+7%	+$19.7K	0.07%	246
2025 Q4	$233K	Sell	5,658 -3,752	-40%	-$157K	0.04%	329
2025 Q3	$445K	Buy	9,410 +143	+2%	+$6.46K	0.08%	220
2025 Q2	$389K	Sell	9,267 -621	-6%	-$26K	0.09%	217
2025 Q1	$488K	Buy	9,888 +26	+0.3%	+$1.27K	0.12%	176
2024 Q4	$487K	Sell	9,862 -486	-5%	-$24.5K	0.13%	146
2024 Q3	$533K	Sell	10,348 -200	-2%	-$11.4K	0.15%	140
2024 Q2	$665K	Sell	10,548 -1,267	-11%	-$81.3K	0.2%	109
2024 Q1	$768K	Buy	+11,815	New	+$706K	0.23%	96
2023 Q3	–	Sell	-3,570	Closed	-$210K	–	502
2023 Q2	$210K	Buy	+3,570	New	+$214K	0.08%	244
2021 Q4	–	Sell	-6,932	Closed	-$205K	–	488
2021 Q3	$205K	Buy	6,932 +100	+1%	+$2.67K	0.1%	214
2021 Q2	$213K	Buy	+6,832	New	+$183K	0.1%	222
2020 Q4	–	Sell	-4,762	Closed	-$48K	–	991
2020 Q3	$48K	Buy	+4,762	New	+$67.1K	0.03%	390

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

Founders Financial Alliance's OXY Position: Q2 2026 in Review

Founders Financial Alliance sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 6,050 shares — an estimated $393K sold.

Founders Financial Alliance first reported a position in OXY in Q3 2020 and held it in 13 quarters. The position peaked at $768K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Founders Financial Alliance reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 6,050 Occidental Petroleum shares in Q2 2026, an estimated $393K.
Founders Financial Alliance first reported a position in Occidental Petroleum in Q3 2020 and held it in 13 quarters.
Founders Financial Alliance's Occidental Petroleum position peaked at $768K in Q1 2024.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.