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MBL Wealth’s Occidental Petroleum OXY Stock Holding History

MBL Wealth’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 		$281K Buy
5,794
+1,703
+42% +$96.7K 0.02% 297
2026
Q1 		$266K Buy
+4,091
New +$206K 0.02% 275
2025
Q1 		– Sell
-12,595
Closed -$622K – 236
2024
Q4 		$622K Buy
+12,595
New +$636K 0.06% 128

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

MBL Wealth's OXY Position: Q2 2026 in Review

MBL Wealth increased its Occidental Petroleum (OXY) stake by 42% in Q2 2026, buying an estimated $96.7K and bringing the position to 5,794 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #297.

MBL Wealth first reported a position in OXY in Q4 2024 and has held it in 3 quarters since. The position peaked at $622K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • MBL Wealth held 5,794 shares of Occidental Petroleum worth $281K as of Q2 2026.
  • MBL Wealth bought 1,703 Occidental Petroleum shares in Q2 2026, an estimated $96.7K.
  • Occidental Petroleum made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #297 holding.
  • MBL Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 3 quarters since.
  • MBL Wealth's Occidental Petroleum position peaked at $622K in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.