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Founders Financial Securities’s Occidental Petroleum OXY Stock Holding History

Founders Financial Securities’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
-3,867
Closed -$226K – 571
2026
Q1 		$226K Buy
+3,867
New +$194K 0.01% 497
2020
Q1 		– Sell
-15,354
Closed -$633K – 148
2019
Q4 		$633K Buy
15,354
+1,057
+7% +$42.3K 0.21% 69
2019
Q3 		$636K Buy
14,297
+2,197
+18% +$104K 0.2% 81
2019
Q2 		$608K Sell
12,100
-1,886
-13% -$106K 0.2% 73
2019
Q1 		$926K Sell
13,986
-146
-1% -$9.62K 0.29% 58
2018
Q4 		$867K Buy
+14,132
New +$993K 0.31% 51

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

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

Founders Financial Securities sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,867 shares — an estimated $226K sold.

Founders Financial Securities first reported a position in OXY in Q4 2018 and held it in 6 quarters. The position peaked at $926K in Q1 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Founders Financial Securities reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 3,867 Occidental Petroleum shares in Q2 2026, an estimated $226K.
  • Founders Financial Securities first reported a position in Occidental Petroleum in Q4 2018 and held it in 6 quarters.
  • Founders Financial Securities's Occidental Petroleum position peaked at $926K in Q1 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.