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Kelleher Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Kelleher Financial Advisors’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 		$22.3K Buy
459
+230
+100% +$13.1K ﹤0.01% 533
2026
Q1 		$14.9K Hold
229
– – ﹤0.01% 501
2025
Q4 		$9.42K Hold
229
– – ﹤0.01% 584
2025
Q3 		$10.8K Buy
+229
New +$10.3K ﹤0.01% 491
2016
Q2 		– Sell
-4,340
Closed -$296K – 181
2016
Q1 		$296K Buy
+4,340
New +$291K 0.16% 120

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

Kelleher Financial Advisors's OXY Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Occidental Petroleum (OXY) stake by 100% in Q2 2026, buying an estimated $13.1K and bringing the position to 459 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Kelleher Financial Advisors first reported a position in OXY in Q1 2016 and has held it in 5 quarters since. The position peaked at $296K in Q1 2016. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Kelleher Financial Advisors held 459 shares of Occidental Petroleum worth $22.3K as of Q2 2026.
  • Kelleher Financial Advisors bought 230 Occidental Petroleum shares in Q2 2026, an estimated $13.1K.
  • Occidental Petroleum made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #533 holding.
  • Kelleher Financial Advisors first reported a position in Occidental Petroleum in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Occidental Petroleum position peaked at $296K in Q1 2016.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.