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Liberty One Investment Management’s Occidental Petroleum OXY Stock Holding History

Liberty One Investment Management’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 		$378K Buy
7,775
+389
+5% +$22.1K 0.04% 130
2026
Q1 		$480K Buy
7,386
+6,928
+1,513% +$348K 0.05% 129
2025
Q4 		$18.8K Sell
458
-6,771
-94% -$283K ﹤0.01% 143
2025
Q3 		$341K Buy
7,229
+321
+5% +$14.5K 0.02% 136
2025
Q2 		$290K Buy
6,908
+1,223
+22% +$51.1K 0.03% 129
2025
Q1 		$281K Buy
5,685
+915
+19% +$44.7K 0.03% 127
2024
Q4 		$236K Buy
4,770
+816
+21% +$41.2K 0.03% 132
2024
Q3 		$204K Buy
3,954
+154
+4% +$8.79K 0.02% 132
2024
Q2 		$240K Buy
3,800
+1,658
+77% +$106K 0.03% 126
2024
Q1 		$139K Buy
+2,142
New +$128K 0.02% 146

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

Liberty One Investment Management's OXY Position: Q2 2026 in Review

Liberty One Investment Management increased its Occidental Petroleum (OXY) stake by 5.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 7,775 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #130.

Liberty One Investment Management first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $480K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Liberty One Investment Management held 7,775 shares of Occidental Petroleum worth $378K as of Q2 2026.
  • Liberty One Investment Management bought 389 Occidental Petroleum shares in Q2 2026, an estimated $22.1K.
  • Occidental Petroleum made up 0.04% of Liberty One Investment Management's portfolio in Q2 2026, its #130 holding.
  • Liberty One Investment Management first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
  • Liberty One Investment Management's Occidental Petroleum position peaked at $480K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.