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Montgomery Financial Services’s Occidental Petroleum OXY Stock Holding History

Montgomery 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 		$13.8K Buy
+284
New +$16.1K 0.01% 148

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BlackRock
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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Occidental Petroleum (OXY) in Q2 2026: 284 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Montgomery Financial Services held 284 shares of Occidental Petroleum worth $13.8K as of Q2 2026.
  • Occidental Petroleum was a new Montgomery Financial Services position in Q2 2026.
  • Occidental Petroleum made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #148 holding.
  • 1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.