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Mattson Financial Services’s Occidental Petroleum OXY Stock Holding History

Mattson Financial 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 		$243K Buy
4,529
+430
+10% +$24.4K 0.05% 219
2026
Q1 		$266K Sell
4,099
-849
-17% -$42.7K 0.06% 199
2025
Q4 		$203K Sell
4,948
-2,469
-33% -$103K 0.05% 179
2025
Q3 		$350K Buy
7,417
+11
+0.1% +$497 0.08% 153
2025
Q2 		$311K Buy
+7,406
New +$310K 0.08% 147

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

Mattson Financial Services's OXY Position: Q2 2026 in Review

Mattson Financial Services increased its Occidental Petroleum (OXY) stake by 10% in Q2 2026, buying an estimated $24.4K and bringing the position to 4,529 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #219.

Mattson Financial Services first reported a position in OXY in Q2 2025 and has held it in 5 quarters since. The position peaked at $350K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Mattson Financial Services held 4,529 shares of Occidental Petroleum worth $243K as of Q2 2026.
  • Mattson Financial Services bought 430 Occidental Petroleum shares in Q2 2026, an estimated $24.4K.
  • Occidental Petroleum made up 0.05% of Mattson Financial Services's portfolio in Q2 2026, its #219 holding.
  • Mattson Financial Services first reported a position in Occidental Petroleum in Q2 2025 and has held it in 5 quarters since.
  • Mattson Financial Services's Occidental Petroleum position peaked at $350K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.