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Ironwood Financial’s Occidental Petroleum OXY Stock Holding History

Ironwood Financial’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 		$390K Buy
7,118
+271
+4% +$15.4K 0.06% 132
2026
Q1 		$445K Buy
6,847
+92
+1% +$4.63K 0.08% 119
2025
Q4 		$289K Buy
6,755
+11
+0.2% +$459 0.05% 142
2025
Q3 		$319K Buy
6,744
+1,430
+27% +$64.6K 0.06% 140
2025
Q2 		$262K Hold
5,314
– – 0.06% 140
2025
Q1 		$262K Sell
5,314
-135
-2% -$6.59K 0.06% 140
2024
Q4 		$269K Buy
5,449
+168
+3% +$8.48K 0.06% 139
2024
Q3 		$272K Sell
5,281
-605
-10% -$34.5K 0.06% 135
2024
Q2 		$371K Hold
5,886
– – 0.08% 117
2024
Q1 		$383K Hold
5,886
– – 0.09% 118
2023
Q4 		$351K Hold
5,886
– – 0.09% 116
2023
Q3 		$382K Hold
5,886
– – 0.1% 104
2023
Q2 		$346K Hold
5,886
– – 0.09% 111
2023
Q1 		$367K Hold
5,886
– – 0.1% 107
2022
Q4 		$371K Hold
5,886
– – 0.12% 103
2022
Q3 		$362K Hold
5,886
– – 0.12% 88
2022
Q2 		$347K Hold
5,886
– – 0.11% 89
2022
Q1 		$334K Buy
+5,886
New +$260K 0.09% 96
2021
Q4 		– Sell
-5,886
Closed -$174K – 404
2021
Q3 		$174K Buy
5,886
+1,666
+39% +$44.5K 0.05% 122
2021
Q2 		$132K Hold
4,220
– – 0.04% 127
2021
Q1 		$112K Buy
4,220
+234
+6% +$5.85K 0.04% 124
2020
Q4 		$69K Buy
+3,986
New +$54.7K 0.03% 147
2015
Q3 		$7K Hold
100
– – ﹤0.01% 234
2015
Q2 		$8K Hold
100
– – ﹤0.01% 215
2015
Q1 		$7K Hold
100
– – ﹤0.01% 224
2014
Q4 		$8K Buy
+100
New +$8.3K ﹤0.01% 186

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

Ironwood Financial's OXY Position: Q2 2026 in Review

Ironwood Financial increased its Occidental Petroleum (OXY) stake by 4% in Q2 2026, buying an estimated $15.4K and bringing the position to 7,118 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #132.

Ironwood Financial first reported a position in OXY in Q4 2014 and has held it in 26 quarters since. The position peaked at $445K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Ironwood Financial held 7,118 shares of Occidental Petroleum worth $390K as of Q2 2026.
  • Ironwood Financial bought 271 Occidental Petroleum shares in Q2 2026, an estimated $15.4K.
  • Occidental Petroleum made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #132 holding.
  • Ironwood Financial first reported a position in Occidental Petroleum in Q4 2014 and has held it in 26 quarters since.
  • Ironwood Financial's Occidental Petroleum position peaked at $445K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.