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McDonald Partners’s Occidental Petroleum OXY Stock Holding History

McDonald Partners’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 		$709K Sell
14,605
-15,620
-52% -$887K 0.17% 128
2026
Q1 		$1.96M Buy
+30,225
New +$1.52M 0.46% 59
2023
Q4 		– Sell
-3,553
Closed -$230K – 231
2023
Q3 		$230K Buy
3,553
+1
+0% +$63 0.08% 206
2023
Q2 		$209K Buy
+3,552
New +$213K 0.06% 222
2022
Q1 		– Sell
-100
Closed -$2.9K – 588
2021
Q4 		$2.9K Buy
+100
New +$3.14K ﹤0.01% 295

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

McDonald Partners's OXY Position: Q2 2026 in Review

McDonald Partners reduced its Occidental Petroleum (OXY) stake by 52% in Q2 2026, selling an estimated $887K and leaving 14,605 shares worth $709K. The position accounts for 0.17% of the portfolio, ranked #128.

McDonald Partners first reported a position in OXY in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.96M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • McDonald Partners held 14,605 shares of Occidental Petroleum worth $709K as of Q2 2026.
  • McDonald Partners sold 15,620 Occidental Petroleum shares in Q2 2026, an estimated $887K.
  • Occidental Petroleum made up 0.17% of McDonald Partners's portfolio in Q2 2026, its #128 holding.
  • McDonald Partners first reported a position in Occidental Petroleum in Q4 2021 and has held it in 5 quarters since.
  • McDonald Partners's Occidental Petroleum position peaked at $1.96M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.