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Keynote Financial Services’s Occidental Petroleum OXY Stock Holding History

Keynote Financial Services’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 		$2.39M Sell
49,261
-1,349
-3% -$76.6K 1.12% 21
2026
Q1 		$3.29M Sell
50,610
-167
-0.3% -$8.4K 1.75% 11
2025
Q4 		$2.09M Buy
50,777
+1,173
+2% +$49K 1.17% 19
2025
Q3 		$2.34M Buy
49,604
+887
+2% +$40.1K 1.41% 14
2025
Q2 		$2.05M Buy
48,717
+1,326
+3% +$55.4K 1.38% 14
2025
Q1 		$2.34M Buy
47,391
+2,684
+6% +$131K 1.67% 10
2024
Q4 		$2.21M Buy
44,707
+6,164
+16% +$311K 1.69% 11
2024
Q3 		$1.99M Buy
38,543
+4,785
+14% +$273K 1.52% 10
2024
Q2 		$2.13M Buy
33,758
+590
+2% +$37.8K 1.78% 9
2024
Q1 		$2.16M Buy
+33,168
New +$1.98M 1.81% 8

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

Keynote Financial Services's OXY Position: Q2 2026 in Review

Keynote Financial Services reduced its Occidental Petroleum (OXY) stake by 2.7% in Q2 2026, selling an estimated $76.6K and leaving 49,261 shares worth $2.39M. The position accounts for 1.12% of the portfolio, ranked #21.

Keynote Financial Services first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.29M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Keynote Financial Services held 49,261 shares of Occidental Petroleum worth $2.39M as of Q2 2026.
  • Keynote Financial Services sold 1,349 Occidental Petroleum shares in Q2 2026, an estimated $76.6K.
  • Occidental Petroleum made up 1.12% of Keynote Financial Services's portfolio in Q2 2026, its #21 holding.
  • Keynote Financial Services first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Occidental Petroleum position peaked at $3.29M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.