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Larson Financial Group’s Occidental Petroleum OXY Stock Holding History

Larson Financial Group’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 		$246K Buy
5,064
+1,324
+35% +$75.2K 0.01% 768
2026
Q1 		$243K Buy
3,740
+896
+32% +$45.1K 0.01% 663
2025
Q4 		$117K Sell
2,844
-1,785
-39% -$74.5K ﹤0.01% 874
2025
Q3 		$219K Sell
4,629
-2,472
-35% -$112K 0.01% 668
2025
Q2 		$298K Buy
7,101
+4,179
+143% +$175K 0.01% 574
2025
Q1 		$144K Sell
2,922
-769
-21% -$37.5K 0.01% 690
2024
Q4 		$182K Buy
3,691
+410
+12% +$20.7K 0.01% 592
2024
Q3 		$169K Buy
3,281
+1,620
+98% +$92.4K 0.01% 614
2024
Q2 		$105K Buy
1,661
+5
+0.3% +$321 0.01% 636
2024
Q1 		$108K Sell
1,656
-14
-0.8% -$836 0.01% 528
2023
Q4 		$99.7K Buy
1,670
+11
+0.7% +$671 0.01% 484
2023
Q3 		$108K Buy
1,659
+1,327
+400% +$83.5K 0.01% 443
2023
Q2 		$19.5K Sell
332
-156
-32% -$9.36K ﹤0.01% 742
2023
Q1 		$30.5K Buy
488
+356
+270% +$22.1K ﹤0.01% 645
2022
Q4 		$8.31K Hold
132
– – ﹤0.01% 917
2022
Q3 		$8K Hold
132
– – ﹤0.01% 850
2022
Q2 		$8K Buy
132
+1
+0.8% +$61 ﹤0.01% 783
2022
Q1 		$7K Hold
131
– – ﹤0.01% 740
2021
Q4 		$4K Sell
131
-500
-79% -$15.7K ﹤0.01% 861
2021
Q3 		$19K Buy
631
+500
+382% +$13.3K ﹤0.01% 478
2021
Q2 		$4K Sell
131
-14
-10% -$376 ﹤0.01% 657
2021
Q1 		$4K Sell
145
-40
-22% -$1K ﹤0.01% 651
2020
Q4 		$3K Hold
185
– – ﹤0.01% 606
2020
Q3 		$2K Buy
185
+40
+28% +$564 ﹤0.01% 609
2020
Q2 		$3K Buy
145
+100
+222% +$1.57K ﹤0.01% 531
2020
Q1 		$1K Hold
45
– – ﹤0.01% 499
2019
Q4 		$2K Buy
45
+4
+10% +$160 ﹤0.01% 461
2019
Q3 		$2K Hold
41
– – ﹤0.01% 440
2019
Q2 		$2K Sell
41
-4
-9% -$225 ﹤0.01% 394
2019
Q1 		$3K Hold
45
– – ﹤0.01% 354
2018
Q4 		$3K Buy
+45
New +$3.16K ﹤0.01% 329

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

Larson Financial Group's OXY Position: Q2 2026 in Review

Larson Financial Group increased its Occidental Petroleum (OXY) stake by 35% in Q2 2026, buying an estimated $75.2K and bringing the position to 5,064 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #768.

Larson Financial Group first reported a position in OXY in Q4 2018 and has held it in 31 quarters since. The position peaked at $298K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Larson Financial Group held 5,064 shares of Occidental Petroleum worth $246K as of Q2 2026.
  • Larson Financial Group bought 1,324 Occidental Petroleum shares in Q2 2026, an estimated $75.2K.
  • Occidental Petroleum made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #768 holding.
  • Larson Financial Group first reported a position in Occidental Petroleum in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Occidental Petroleum position peaked at $298K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.