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Intellectus Partners’s Occidental Petroleum OXY Stock Holding History

Intellectus Partners’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 		$1.01M Sell
20,715
-326
-2% -$18.5K 0.18% 142
2026
Q1 		$1.37M Buy
21,041
+2,995
+17% +$151K 0.28% 90
2025
Q4 		$746K Buy
18,046
+595
+3% +$24.8K 0.14% 160
2025
Q3 		$829K Sell
17,451
-1,476
-8% -$66.7K 0.16% 154
2025
Q2 		$800K Sell
18,927
-2,124
-10% -$88.8K 0.17% 150
2025
Q1 		$1.04M Buy
21,051
+1,141
+6% +$55.7K 0.26% 113
2024
Q4 		$988K Buy
19,910
+6,145
+45% +$310K 0.22% 121
2024
Q3 		$712K Buy
13,765
+9,238
+204% +$527K 0.18% 161
2024
Q2 		$286K Buy
+4,527
New +$290K 0.08% 213

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

Intellectus Partners's OXY Position: Q2 2026 in Review

Intellectus Partners reduced its Occidental Petroleum (OXY) stake by 1.5% in Q2 2026, selling an estimated $18.5K and leaving 20,715 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #142.

Intellectus Partners first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Intellectus Partners held 20,715 shares of Occidental Petroleum worth $1.01M as of Q2 2026.
  • Intellectus Partners sold 326 Occidental Petroleum shares in Q2 2026, an estimated $18.5K.
  • Occidental Petroleum made up 0.18% of Intellectus Partners's portfolio in Q2 2026, its #142 holding.
  • Intellectus Partners first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
  • Intellectus Partners's Occidental Petroleum position peaked at $1.37M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.