M Holdings Securities’s Occidental Petroleum OXY Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-13,917	Closed	-$869K	–	380
2023 Q1	$869K	Buy	+13,917	New	+$865K	0.09%	175

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

M Holdings Securities's OXY Position: Q2 2026 in Review

M Holdings Securities sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 11,837 shares — an estimated $666K sold.

M Holdings Securities first reported a position in OXY in Q2 2014 and held it in 30 quarters. The position peaked at $1.1M in Q4 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

M Holdings Securities reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 11,837 Occidental Petroleum shares in Q2 2026, an estimated $666K.
M Holdings Securities first reported a position in Occidental Petroleum in Q2 2014 and held it in 30 quarters.
M Holdings Securities's Occidental Petroleum position peaked at $1.1M in Q4 2025.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.