Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Occidental Petroleum OXY Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$1.42M Buy
29,270
+5,531
+23% +$314K ﹤0.01% 376
2026
Q1 		$1.54M Buy
+23,739
New +$1.19M ﹤0.01% 345
2025
Q3 		– Sell
-21
Closed -$882 – 1089
2025
Q2 		$882 Hold
21
– – ﹤0.01% 939
2025
Q1 		$1.04K Sell
21
-22
-51% -$1.07K ﹤0.01% 854
2024
Q4 		$2.14K Hold
43
– – ﹤0.01% 815
2024
Q3 		$2.23K Hold
43
– – ﹤0.01% 801
2024
Q2 		$2.73K Sell
43
-20
-32% -$1.28K ﹤0.01% 743
2024
Q1 		$4.12K Hold
63
– – ﹤0.01% 691
2023
Q4 		$3.78K Buy
63
+43
+215% +$2.62K ﹤0.01% 691
2023
Q3 		$1.3K Hold
20
– – ﹤0.01% 717
2023
Q2 		$1.18K Buy
+20
New +$1.2K ﹤0.01% 730
2020
Q2 		– Sell
-324
Closed -$4K – 604
2020
Q1 		$4K Sell
324
-131,501
-100% -$4.32M ﹤0.01% 477
2019
Q4 		$5.43M Buy
131,825
+59,713
+83% +$2.39M 0.03% 222
2019
Q3 		$3.21M Sell
72,112
-2,203
-3% -$104K 0.02% 238
2019
Q2 		$3.74M Sell
74,315
-852
-1% -$47.9K 0.02% 239
2019
Q1 		$4.98M Buy
75,167
+6,684
+10% +$440K 0.03% 204
2018
Q4 		$4.2M Sell
68,483
-13,976
-17% -$982K 0.03% 218
2018
Q3 		$6.78M Sell
82,459
-3,506
-4% -$283K 0.04% 188
2018
Q2 		$7.19M Buy
85,965
+2,329
+3% +$186K 0.05% 185
2018
Q1 		$5.43M Buy
83,636
+1,350
+2% +$94.4K 0.04% 190
2017
Q4 		$6.06M Buy
82,286
+3,128
+4% +$212K 0.05% 191
2017
Q3 		$5.08M Buy
79,158
+1,628
+2% +$99.2K 0.05% 195
2017
Q2 		$4.64M Buy
77,530
+3,809
+5% +$233K 0.05% 202
2017
Q1 		$4.67M Sell
73,721
-144,092
-66% -$9.59M 0.05% 201
2016
Q4 		$15.5M Sell
217,813
-8,591
-4% -$610K 0.19% 139
2016
Q3 		$16.5M Sell
226,404
-4,434
-2% -$332K 0.21% 138
2016
Q2 		$17.4M Buy
230,838
+178,009
+337% +$13.3M 0.26% 109
2016
Q1 		$3.62M Buy
52,829
+15,380
+41% +$1.03M 0.06% 174
2015
Q4 		$2.53M Buy
37,449
+22,612
+152% +$1.63M 0.04% 203
2015
Q3 		$980K Buy
+14,837
New +$1.04M 0.02% 260

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

Kayne Anderson Rudnick Investment Management's OXY Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Occidental Petroleum (OXY) stake by 23% in Q2 2026, buying an estimated $314K and bringing the position to 29,270 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Kayne Anderson Rudnick Investment Management first reported a position in OXY in Q3 2015 and has held it in 30 quarters since. The position peaked at $17.4M in Q2 2016. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 29,270 shares of Occidental Petroleum worth $1.42M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 5,531 Occidental Petroleum shares in Q2 2026, an estimated $314K.
  • Occidental Petroleum made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #376 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Occidental Petroleum in Q3 2015 and has held it in 30 quarters since.
  • Kayne Anderson Rudnick Investment Management's Occidental Petroleum position peaked at $17.4M in Q2 2016.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.