LPL Financial
OXY icon

LPL Financial’s Occidental Petroleum OXY Stock Holding History

LPL Financial’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
2025
Q2 		– Sell
-8,500
Closed -$420K – 5658
2025
Q1 		$420K Sell
8,500
-5,000
-37% -$244K ﹤0.01% 4325
2024
Q4 		$667K Buy
13,500
+8,000
+145% +$404K ﹤0.01% 3838
2024
Q3 		$283K Buy
+5,500
New +$314K ﹤0.01% 4481

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

LPL Financial's OXY Position: Q2 2026 in Review

LPL Financial reduced its Occidental Petroleum (OXY) stake by 20% in Q2 2026, selling an estimated $8.24M and leaving 573,263 shares worth $27.8M. The position accounts for 0.01% of the portfolio, ranked #1357.

LPL Financial first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.7M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • LPL Financial held 573,263 shares of Occidental Petroleum worth $27.8M as of Q2 2026.
  • LPL Financial sold 145,132 Occidental Petroleum shares in Q2 2026, an estimated $8.24M.
  • Occidental Petroleum made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1357 holding.
  • LPL Financial first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Occidental Petroleum position peaked at $46.7M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.