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Fulcrum Asset Management’s Occidental Petroleum OXY Stock Holding History

Fulcrum Asset 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 		$1.96M Buy
+39,976
New +$2.27M 0.2% 136

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

Fulcrum Asset Management's OXY Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 39,976 shares worth $1.96M. The stake represents 0.2% of the portfolio and ranks #136 among its holdings.

1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Fulcrum Asset Management held 39,976 shares of Occidental Petroleum worth $1.96M as of Q2 2026.
  • Occidental Petroleum was a new Fulcrum Asset Management position in Q2 2026.
  • Occidental Petroleum made up 0.2% of Fulcrum Asset Management's portfolio in Q2 2026, its #136 holding.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.