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Jefferies Financial Group’s Occidental Petroleum OXY Stock Holding History

Jefferies 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
Q1 		– Sell
-180,000
Closed -$7.4M – 2091
2025
Q4 		$7.4M Buy
+180,000
New +$7.51M 0.04% 396
2023
Q1 		– Sell
-175,000
Closed -$11M – 1891
2022
Q4 		$11M Buy
+175,000
New +$11.9M 0.08% 208

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 1,235 shares — an estimated $80.3K sold.

Jefferies Financial Group first reported a position in OXY in Q4 2022 and held it in 13 quarters. The position peaked at $24.2M in Q4 2022. 1,242 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Jefferies Financial Group reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,235 Occidental Petroleum shares in Q2 2026, an estimated $80.3K.
  • Jefferies Financial Group first reported a position in Occidental Petroleum in Q4 2022 and held it in 13 quarters.
  • Jefferies Financial Group's Occidental Petroleum position peaked at $24.2M in Q4 2022.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.