Lido Advisors
OXY icon

Lido Advisors’s Occidental Petroleum OXY Stock Holding History

Lido 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 		$4.08M Buy
83,584
+8,721
+12% +$495K 0.01% 554
2026
Q1 		$4.88M Buy
74,863
+55,760
+292% +$2.8M 0.01% 461
2025
Q4 		$877K Sell
19,103
-2,217
-10% -$92.5K ﹤0.01% 1060
2025
Q3 		$1.01M Buy
21,320
+2,907
+16% +$131K ﹤0.01% 951
2025
Q2 		$777K Sell
18,413
-1,027
-5% -$42.9K ﹤0.01% 944
2025
Q1 		$964K Buy
19,440
+1,743
+10% +$85.1K ﹤0.01% 799
2024
Q4 		$878K Buy
17,697
+1,041
+6% +$52.6K ﹤0.01% 808
2024
Q3 		$858K Sell
16,656
-1,014
-6% -$57.9K ﹤0.01% 776
2024
Q2 		$1.12M Buy
17,670
+3,197
+22% +$205K 0.01% 619
2024
Q1 		$944K Sell
14,473
-9,452
-40% -$565K 0.01% 674
2023
Q4 		$1.43M Buy
23,925
+5,585
+30% +$341K 0.01% 502
2023
Q3 		$1.19M Buy
18,340
+99
+0.5% +$6.23K 0.01% 492
2023
Q2 		$1.07M Sell
18,241
-39,161
-68% -$2.35M 0.01% 510
2023
Q1 		$3.58M Buy
57,402
+47,556
+483% +$2.95M 0.03% 245
2022
Q4 		$620K Buy
9,846
+20
+0.2% +$1.36K 0.01% 527
2022
Q3 		$603K Sell
9,826
-112
-1% -$7.17K 0.01% 504
2022
Q2 		$585K Buy
9,938
+1
+0% +$61 0.01% 489
2022
Q1 		$563K Buy
9,937
+250
+3% +$11.1K 0.01% 570
2021
Q4 		$280K Buy
+9,687
New +$304K ﹤0.01% 833
2019
Q3 		– Sell
-4,129
Closed -$210K – 603
2019
Q2 		$210K Buy
4,129
+701
+20% +$39.4K 0.01% 504
2019
Q1 		$229K Buy
3,428
+8
+0.2% +$527 0.01% 458
2018
Q4 		$212K Sell
3,420
-551
-14% -$38.7K 0.02% 386
2018
Q3 		$329K Buy
3,971
+1,563
+65% +$126K 0.03% 317
2018
Q2 		$201K Buy
+2,408
New +$192K 0.02% 403

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

Lido Advisors's OXY Position: Q2 2026 in Review

Lido Advisors increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $495K and bringing the position to 83,584 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #554.

Lido Advisors first reported a position in OXY in Q2 2018 and has held it in 24 quarters since. The position peaked at $4.88M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Lido Advisors held 83,584 shares of Occidental Petroleum worth $4.08M as of Q2 2026.
  • Lido Advisors bought 8,721 Occidental Petroleum shares in Q2 2026, an estimated $495K.
  • Occidental Petroleum made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #554 holding.
  • Lido Advisors first reported a position in Occidental Petroleum in Q2 2018 and has held it in 24 quarters since.
  • Lido Advisors's Occidental Petroleum position peaked at $4.88M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.