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Independent Financial Group’s Occidental Petroleum OXY Stock Holding History

Independent Financial 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 		$1.36M Sell
27,927
-44,379
-61% -$2.52M 0.03% 579
2026
Q1 		$4.7M Buy
72,306
+64,590
+837% +$3.25M 0.11% 189
2025
Q4 		$317K Sell
7,716
-2,020
-21% -$84.3K 0.01% 1122
2025
Q3 		$460K Sell
9,736
-1,763
-15% -$79.7K 0.01% 895
2025
Q2 		$483K Buy
11,499
+160
+1% +$6.69K 0.01% 798
2025
Q1 		$560K Buy
11,339
+4,806
+74% +$235K 0.02% 667
2024
Q4 		$323K Sell
6,533
-87
-1% -$4.39K 0.01% 875
2024
Q3 		$341K Sell
6,620
-4,387
-40% -$250K 0.01% 819
2024
Q2 		$694K Buy
11,007
+768
+8% +$49.3K 0.03% 500
2024
Q1 		$665K Sell
10,239
-3,409
-25% -$204K 0.03% 495
2023
Q4 		$815K Sell
13,648
-2,262
-14% -$138K 0.04% 415
2023
Q3 		$1.03M Buy
15,910
+6,787
+74% +$427K 0.07% 305
2023
Q2 		$536K Buy
9,123
+214
+2% +$12.8K 0.04% 465
2023
Q1 		$556K Buy
8,909
+163
+2% +$10.1K 0.04% 427
2022
Q4 		$551K Sell
8,746
-1,590
-15% -$108K 0.05% 391
2022
Q3 		$635K Buy
10,336
+282
+3% +$18.1K 0.06% 331
2022
Q2 		$592K Sell
10,054
-3,769
-27% -$232K 0.06% 330
2022
Q1 		$784K Buy
13,823
+1,590
+13% +$70.3K 0.06% 317
2021
Q4 		$355K Sell
12,233
-4,803
-28% -$151K 0.03% 531
2021
Q3 		$504K Buy
17,036
+892
+6% +$23.8K 0.05% 362
2021
Q2 		$505K Buy
16,144
+2,715
+20% +$72.8K 0.05% 367
2021
Q1 		$357K Sell
13,429
-2,536
-16% -$63.4K 0.05% 417
2020
Q4 		$276K Sell
15,965
-4,673
-23% -$64.1K 0.04% 446
2020
Q3 		$207K Sell
20,638
-6,675
-24% -$94.1K 0.04% 449
2020
Q2 		$500K Sell
27,313
-7,948
-23% -$125K 0.11% 224
2020
Q1 		$408K Buy
+35,261
New +$1.16M 0.12% 204

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

Independent Financial Group's OXY Position: Q2 2026 in Review

Independent Financial Group reduced its Occidental Petroleum (OXY) stake by 61% in Q2 2026, selling an estimated $2.52M and leaving 27,927 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #579.

Independent Financial Group first reported a position in OXY in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.7M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Independent Financial Group held 27,927 shares of Occidental Petroleum worth $1.36M as of Q2 2026.
  • Independent Financial Group sold 44,379 Occidental Petroleum shares in Q2 2026, an estimated $2.52M.
  • Occidental Petroleum made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #579 holding.
  • Independent Financial Group first reported a position in Occidental Petroleum in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Occidental Petroleum position peaked at $4.7M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.