Morgan Stanley’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $594M | Buy |
12,240,048
+1,263,361
| +12% | +$71.7M | 0.03% | 495 |
|
|
2026
Q1 | $713M | Sell |
10,976,687
-421,902
| -4% | -$21.2M | 0.04% | 413 |
|
|
2025
Q4 | $469M | Sell |
11,398,589
-1,853,121
| -14% | -$77.3M | 0.03% | 554 |
|
|
2025
Q3 | $626M | Buy |
13,251,710
+2,608,167
| +25% | +$118M | 0.04% | 445 |
|
|
2025
Q2 | $447M | Sell |
10,643,543
-1,595,344
| -13% | -$66.7M | 0.03% | 543 |
|
|
2025
Q1 | $604M | Sell |
12,238,887
-1,960,206
| -14% | -$95.7M | 0.04% | 406 |
|
|
2024
Q4 | $702M | Buy |
14,199,093
+2,847,704
| +25% | +$144M | 0.05% | 358 |
|
|
2024
Q3 | $585M | Buy |
11,351,389
+330,247
| +3% | +$18.8M | 0.04% | 409 |
|
|
2024
Q2 | $695M | Buy |
11,021,142
+437,945
| +4% | +$28.1M | 0.05% | 324 |
|
|
2024
Q1 | $688M | Sell |
10,583,197
-8,022,217
| -43% | -$479M | 0.06% | 324 |
|
|
2023
Q4 | $1.11B | Buy |
18,605,414
+9,149,929
| +97% | +$558M | 0.05% | 355 |
|
|
2023
Q3 | $613M | Buy |
9,455,485
+511,821
| +6% | +$32.2M | 0.06% | 293 |
|
|
2023
Q2 | $526M | Buy |
8,943,664
+90,316
| +1% | +$5.42M | 0.05% | 355 |
|
|
2023
Q1 | $553M | Sell |
8,853,348
-72,848
| -0.8% | -$4.53M | 0.06% | 313 |
|
|
2022
Q4 | $562M | Sell |
8,926,196
-195,863
| -2% | -$13.3M | 0.06% | 309 |
|
|
2022
Q3 | $561M | Buy |
9,122,059
+924,417
| +11% | +$59.2M | 0.08% | 246 |
|
|
2022
Q2 | $483M | Buy |
8,197,642
+2,329,969
| +40% | +$143M | 0.06% | 303 |
|
|
2022
Q1 | $333M | Buy |
5,867,673
+532,257
| +10% | +$23.5M | 0.04% | 377 |
|
|
2021
Q4 | $155M | Sell |
5,335,416
-244,940
| -4% | -$7.69M | 0.02% | 665 |
|
|
2021
Q3 | $165M | Buy |
5,580,356
+371,465
| +7% | +$9.92M | 0.02% | 605 |
|
|
2021
Q2 | $163M | Buy |
5,208,891
+350,082
| +7% | +$9.39M | 0.02% | 625 |
|
|
2021
Q1 | $129M | Sell |
4,858,809
-2,052,525
| -30% | -$51.3M | 0.02% | 647 |
|
|
2020
Q4 | $120M | Buy |
6,911,334
+1,011,323
| +17% | +$13.9M | 0.02% | 639 |
|
|
2020
Q3 | $59.1M | Buy |
5,900,011
+2,383,829
| +68% | +$33.6M | 0.01% | 830 |
|
|
2020
Q2 | $64.3M | Sell |
3,516,182
-821,090
| -19% | -$12.9M | 0.01% | 728 |
|
|
2020
Q1 | $50.2M | Sell |
4,337,272
-2,126,193
| -33% | -$69.8M | 0.01% | 742 |
|
|
2019
Q4 | $266M | Buy |
6,463,465
+325,906
| +5% | +$13.1M | 0.06% | 299 |
|
|
2019
Q3 | $273M | Sell |
6,137,559
-1,865,282
| -23% | -$88.2M | 0.07% | 270 |
|
|
2019
Q2 | $402M | Buy |
8,002,841
+28,283
| +0.4% | +$1.59M | 0.11% | 184 |
|
|
2019
Q1 | $528M | Buy |
7,974,558
+233,780
| +3% | +$15.4M | 0.15% | 148 |
|
|
2018
Q4 | $475M | Sell |
7,740,778
-428,988
| -5% | -$30.1M | 0.14% | 154 |
|
|
2018
Q3 | $671M | Buy |
8,169,766
+1,238,365
| +18% | +$100M | 0.17% | 130 |
|
|
2018
Q2 | $580M | Sell |
6,931,401
-498,753
| -7% | -$39.8M | 0.16% | 136 |
|
|
2018
Q1 | $483M | Sell |
7,430,154
-371,877
| -5% | -$26M | 0.13% | 154 |
|
|
2017
Q4 | $575M | Sell |
7,802,031
-624,807
| -7% | -$42.4M | 0.16% | 134 |
|
|
2017
Q3 | $541M | Buy |
8,426,838
+190,519
| +2% | +$11.6M | 0.16% | 139 |
|
|
2017
Q2 | $493M | Sell |
8,236,319
-1,012,942
| -11% | -$62M | 0.15% | 160 |
|
|
2017
Q1 | $586M | Buy |
9,249,261
+1,672,384
| +22% | +$111M | 0.18% | 122 |
|
|
2016
Q4 | $540M | Buy |
7,576,877
+864,064
| +13% | +$61.4M | 0.18% | 123 |
|
|
2016
Q3 | $489M | Buy |
6,712,813
+2,406,283
| +56% | +$180M | 0.17% | 131 |
|
|
2016
Q2 | $325M | Buy |
4,306,530
+646,243
| +18% | +$48.3M | 0.12% | 192 |
|
|
2016
Q1 | $250M | Buy |
3,660,287
+173,303
| +5% | +$11.6M | 0.1% | 236 |
|
|
2015
Q4 | $235M | Buy |
3,486,984
+224,891
| +7% | +$16.2M | 0.09% | 257 |
|
|
2015
Q3 | $215M | Buy |
3,262,093
+244,399
| +8% | +$17.1M | 0.08% | 268 |
|
|
2015
Q2 | $234M | Buy |
3,017,694
+88,693
| +3% | +$6.93M | 0.08% | 274 |
|
|
2015
Q1 | $213M | Buy |
2,929,001
+193,108
| +7% | +$14.9M | 0.08% | 283 |
|
|
2014
Q4 | $220M | Sell |
2,735,893
-348,993
| -11% | -$29M | 0.08% | 277 |
|
|
2014
Q3 | $284M | Buy |
3,084,886
+54,583
| +2% | +$5.24M | 0.11% | 216 |
|
|
2014
Q2 | $298M | Buy |
3,030,303
+313,706
| +12% | +$29.5M | 0.12% | 203 |
|
|
2014
Q1 | $248M | Buy |
2,716,597
+585,959
| +28% | +$52.4M | 0.1% | 227 |
|
|
2013
Q4 | $194M | Buy |
2,130,638
+83,782
| +4% | +$7.65M | 0.08% | 274 |
|
|
2013
Q3 | $183M | Sell |
2,046,856
-404,726
| -17% | -$34.8M | 0.09% | 256 |
|
|
2013
Q2 | $210M | Buy |
+2,451,582
| New | +$207M | 0.11% | 226 |
|
Other funds holding OXY
Morgan Stanley's OXY Position: Q2 2026 in Review
Morgan Stanley increased its Occidental Petroleum (OXY) stake by 12% in Q2 2026, buying an estimated $71.7M and bringing the position to 12,240,048 shares worth $594M. The position accounts for 0.03% of the portfolio, ranked #495.
Morgan Stanley first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11B in Q4 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Morgan Stanley held 12,240,048 shares of Occidental Petroleum worth $594M as of Q2 2026.
- Morgan Stanley bought 1,263,361 Occidental Petroleum shares in Q2 2026, an estimated $71.7M.
- Occidental Petroleum made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #495 holding.
- Morgan Stanley first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Occidental Petroleum position peaked at $1.11B in Q4 2023.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.