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IFS Group’s Occidental Petroleum OXY Stock Holding History

IFS Group’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 		$394K Sell
8,104
-119
-1% -$6.76K 0.54% 56
2026
Q1 		$534K Buy
+8,223
New +$414K 0.48% 61
2025
Q3 		$395K Buy
+8,282
New +$374K 0.35% 80

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

IFS Group's OXY Position: Q2 2026 in Review

IFS Group reduced its Occidental Petroleum (OXY) stake by 1.4% in Q2 2026, selling an estimated $6.76K and leaving 8,104 shares worth $394K. The position accounts for 0.54% of the portfolio, ranked #56.

IFS Group first reported a position in OXY in Q3 2025 and has held it in 3 quarters since. The position peaked at $534K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • IFS Group held 8,104 shares of Occidental Petroleum worth $394K as of Q2 2026.
  • IFS Group sold 119 Occidental Petroleum shares in Q2 2026, an estimated $6.76K.
  • Occidental Petroleum made up 0.54% of IFS Group's portfolio in Q2 2026, its #56 holding.
  • IFS Group first reported a position in Occidental Petroleum in Q3 2025 and has held it in 3 quarters since.
  • IFS Group's Occidental Petroleum position peaked at $534K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.