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Lloyd Advisory Services’s Occidental Petroleum OXY Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1,122
Closed -$72.9K – 889
2026
Q1 		$72.9K Buy
+1,122
New +$56.4K 0.02% 235
2022
Q2 		– Sell
-1,476
Closed -$84K – 408
2022
Q1 		$84K Sell
1,476
-491
-25% -$21.7K 0.04% 180
2021
Q4 		$57K Buy
+1,967
New +$61.7K 0.03% 190
2020
Q4 		– Sell
-451
Closed -$5K – 379
2020
Q3 		$5K Buy
+451
New +$6.36K ﹤0.01% 235
2020
Q1 		– Sell
-3,117
Closed -$128K – 365
2019
Q4 		$128K Buy
+3,117
New +$125K 0.12% 85

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

Lloyd Advisory Services's OXY Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 1,122 shares — an estimated $72.9K sold.

Lloyd Advisory Services first reported a position in OXY in Q4 2019 and held it in 5 quarters. The position peaked at $128K in Q4 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,122 Occidental Petroleum shares in Q2 2026, an estimated $72.9K.
  • Lloyd Advisory Services first reported a position in Occidental Petroleum in Q4 2019 and held it in 5 quarters.
  • Lloyd Advisory Services's Occidental Petroleum position peaked at $128K in Q4 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.