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Mather Group’s Occidental Petroleum OXY Stock Holding History

Mather Group’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 		$616K Buy
12,680
+1,359
+12% +$77.2K 0.01% 487
2026
Q1 		$736K Buy
11,321
+71
+0.6% +$3.57K 0.01% 399
2025
Q4 		$463K Sell
11,250
-1,097
-9% -$45.8K ﹤0.01% 421
2025
Q3 		$583K Buy
12,347
+134
+1% +$6.05K 0.01% 377
2025
Q2 		$513K Buy
12,213
+1,006
+9% +$42K 0.01% 386
2025
Q1 		$553K Sell
11,207
-3,906
-26% -$191K 0.01% 358
2024
Q4 		$747K Buy
15,113
+3,369
+29% +$170K 0.01% 272
2024
Q3 		$605K Sell
11,744
-5,347
-31% -$305K 0.01% 327
2024
Q2 		$1.11M Sell
17,091
-789
-4% -$50.6K 0.01% 251
2024
Q1 		$1.07M Sell
17,880
-52
-0.3% -$3.11K 0.02% 214
2023
Q4 		$1.07M Buy
17,932
+1,112
+7% +$67.9K 0.02% 221
2023
Q3 		$1.09M Sell
16,820
-515
-3% -$32.4K 0.02% 203
2023
Q2 		$1.02M Buy
17,335
+5,311
+44% +$319K 0.02% 230
2023
Q1 		$751K Sell
12,024
-1,044
-8% -$64.9K 0.01% 257
2022
Q4 		$823K Buy
13,068
+1,159
+10% +$78.9K 0.02% 240
2022
Q3 		$732K Buy
11,909
+807
+7% +$51.7K 0.02% 235
2022
Q2 		$654K Sell
11,102
-1,772
-14% -$109K 0.01% 223
2022
Q1 		$731K Buy
+12,874
New +$569K 0.01% 212

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

Mather Group's OXY Position: Q2 2026 in Review

Mather Group increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $77.2K and bringing the position to 12,680 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #487.

Mather Group first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Mather Group held 12,680 shares of Occidental Petroleum worth $616K as of Q2 2026.
  • Mather Group bought 1,359 Occidental Petroleum shares in Q2 2026, an estimated $77.2K.
  • Occidental Petroleum made up 0.01% of Mather Group's portfolio in Q2 2026, its #487 holding.
  • Mather Group first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's Occidental Petroleum position peaked at $1.11M in Q2 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.