Legacy Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Legacy Financial Advisors’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	$270K	Buy	5,560 +816	+17%	+$46.3K	0.03%	367
2026 Q1	$308K	Buy	+4,744	New	+$239K	0.04%	317
2019 Q2	–	Sell	-1,111	Closed	-$74K	–	670
2019 Q1	$74K	Buy	1,111 +49	+5%	+$3.23K	0.03%	211
2018 Q4	$65K	Buy	1,062 +5	+0.5%	+$351	0.03%	195
2018 Q3	$86K	Buy	1,057 +11	+1%	+$889	0.03%	188
2018 Q2	$87K	Sell	1,046 -3,604	-78%	-$288K	0.03%	183
2018 Q1	$327K	Buy	4,650 +3,640	+360%	+$255K	0.13%	74
2017 Q4	$74K	Buy	+1,010	New	+$68.5K	0.03%	204

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Financial Advisors's OXY Position: Q2 2026 in Review

Legacy Financial Advisors increased its Occidental Petroleum (OXY) stake by 17% in Q2 2026, buying an estimated $46.3K and bringing the position to 5,560 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #367.

Legacy Financial Advisors first reported a position in OXY in Q4 2017 and has held it in 8 quarters since. The position peaked at $327K in Q1 2018. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Legacy Financial Advisors held 5,560 shares of Occidental Petroleum worth $270K as of Q2 2026.
Legacy Financial Advisors bought 816 Occidental Petroleum shares in Q2 2026, an estimated $46.3K.
Occidental Petroleum made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #367 holding.
Legacy Financial Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 8 quarters since.
Legacy Financial Advisors's Occidental Petroleum position peaked at $327K in Q1 2018.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.