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Key Financial Inc’s Occidental Petroleum OXY Stock Holding History

Key Financial Inc’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 		$17.7K Buy
365
+100
+38% +$5.68K ﹤0.01% 750
2026
Q1 		$17.2K Hold
265
– – ﹤0.01% 761
2025
Q4 		$10.9K Hold
265
– – ﹤0.01% 866
2025
Q3 		$12.6K Hold
265
– – ﹤0.01% 821
2025
Q2 		$11.1K Sell
265
-413
-61% -$17.3K ﹤0.01% 823
2025
Q1 		$33.5K Sell
678
-265
-28% -$12.9K 0.01% 550
2024
Q4 		$46.6K Hold
943
– – 0.01% 490
2024
Q3 		$48.6K Hold
943
– – 0.01% 482
2024
Q2 		$59.4K Buy
943
+678
+256% +$43.5K 0.01% 432
2024
Q1 		$17.2K Hold
265
– – ﹤0.01% 639
2023
Q4 		$15.8K Hold
265
– – ﹤0.01% 639
2023
Q3 		$17.2K Hold
265
– – 0.01% 599
2023
Q2 		$15.6K Buy
265
+215
+430% +$12.9K 0.01% 631
2023
Q1 		$3.12K Hold
50
– – ﹤0.01% 886
2022
Q4 		$3.07K Hold
50
– – ﹤0.01% 882
2022
Q3 		$3K Hold
50
– – ﹤0.01% 903
2022
Q2 		$3K Hold
50
– – ﹤0.01% 899
2022
Q1 		$3K Buy
+50
New +$2.21K ﹤0.01% 881

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

Key Financial Inc's OXY Position: Q2 2026 in Review

Key Financial Inc increased its Occidental Petroleum (OXY) stake by 38% in Q2 2026, buying an estimated $5.68K and bringing the position to 365 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Key Financial Inc first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $59.4K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Key Financial Inc held 365 shares of Occidental Petroleum worth $17.7K as of Q2 2026.
  • Key Financial Inc bought 100 Occidental Petroleum shares in Q2 2026, an estimated $5.68K.
  • Occidental Petroleum made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #750 holding.
  • Key Financial Inc first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • Key Financial Inc's Occidental Petroleum position peaked at $59.4K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.