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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
2023
Q2 		– Sell
-100
Closed -$350 – 1614
2023
Q1 		$350 Buy
+100
New +$6.21K ﹤0.01% 1441

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. 1,240 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.
  • 1,240 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.