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Larry Mathis Financial Planning’s Occidental Petroleum OXY Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-5,320
Closed -$346K – 176
2026
Q1 		$346K Sell
5,320
-108
-2% -$5.43K 0.31% 95
2025
Q4 		$223K Buy
+5,428
New +$227K 0.2% 141

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

Larry Mathis Financial Planning's OXY Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 5,320 shares — an estimated $346K sold.

Larry Mathis Financial Planning first reported a position in OXY in Q4 2025 and held it in 2 quarters. The position peaked at $346K in Q1 2026. 1,229 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 5,320 Occidental Petroleum shares in Q2 2026, an estimated $346K.
  • Larry Mathis Financial Planning first reported a position in Occidental Petroleum in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Occidental Petroleum position peaked at $346K in Q1 2026.
  • 1,229 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.