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Morningstar Investment Management’s Occidental Petroleum OXY Stock Holding History

Morningstar Investment Management’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 		$3.31M Hold
50,926
– – 0.2% 120
2026
Q1 		$3.31M Buy
50,926
+2,999
+6% +$151K 0.2% 120
2025
Q4 		$1.97M Buy
47,927
+8,835
+23% +$369K 0.12% 169
2025
Q3 		$1.85M Buy
+39,092
New +$1.77M 0.07% 261

Other funds holding OXY

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morningstar Investment Management's OXY Position: Q2 2026 in Review

Morningstar Investment Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 50,926 shares worth $3.31M. The position accounts for 0.2% of the portfolio, ranked #120.

Morningstar Investment Management first reported a position in OXY in Q3 2025 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Morningstar Investment Management held 50,926 shares of Occidental Petroleum worth $3.31M as of Q2 2026.
  • Morningstar Investment Management left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #120 holding.
  • Morningstar Investment Management first reported a position in Occidental Petroleum in Q3 2025 and has held it in 4 quarters since.
  • 567 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.