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Mutual Advisors’s Occidental Petroleum OXY Stock Holding History

Mutual Advisors’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 		$648K Sell
13,349
-70
-0.5% -$3.98K 0.01% 817
2026
Q1 		$872K Buy
13,419
+38
+0.3% +$1.91K 0.02% 652
2025
Q4 		$550K Sell
13,381
-503
-4% -$21K 0.01% 831
2025
Q3 		$595K Buy
+13,884
New +$627K 0.01% 773
2024
Q3 		– Sell
-3,757
Closed -$226K – 1146
2024
Q2 		$226K Sell
3,757
-467
-11% -$29.9K 0.01% 992
2024
Q1 		$275K Buy
4,224
+336
+9% +$20.1K 0.01% 898
2023
Q4 		$232K Sell
3,888
-62
-2% -$3.78K 0.01% 912
2023
Q3 		$256K Buy
3,950
+293
+8% +$18.4K 0.01% 833
2023
Q2 		$215K Sell
3,657
-89
-2% -$5.34K 0.01% 923
2023
Q1 		$234K Buy
3,746
+172
+5% +$10.7K 0.01% 866
2022
Q4 		$225K Buy
3,574
+39
+1% +$2.66K 0.01% 834
2022
Q3 		$217K Sell
3,535
-4,036
-53% -$258K 0.01% 807
2022
Q2 		$446K Sell
7,571
-1,182
-14% -$72.6K 0.03% 566
2022
Q1 		$497K Sell
8,753
-2,145
-20% -$94.9K 0.03% 573
2021
Q4 		$316K Buy
+10,898
New +$342K 0.02% 726
2020
Q1 		– Sell
-6,447
Closed -$266K – 621
2019
Q4 		$266K Sell
6,447
-427
-6% -$17.1K 0.03% 491
2019
Q3 		$306K Buy
6,874
+724
+12% +$34.2K 0.04% 415
2019
Q2 		$309K Buy
6,150
+1,379
+29% +$77.6K 0.04% 439
2019
Q1 		$316K Buy
4,771
+400
+9% +$26.4K 0.05% 356
2018
Q4 		$268K Buy
4,371
+82
+2% +$5.76K 0.05% 352
2018
Q3 		$352K Hold
4,289
– – 0.05% 331
2018
Q2 		$359K Buy
4,289
+955
+29% +$76.3K 0.08% 293
2018
Q1 		$217K Buy
3,334
+21
+0.6% +$1.47K 0.06% 363
2017
Q4 		$244K Buy
+3,313
New +$225K 0.09% 242

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

Mutual Advisors's OXY Position: Q2 2026 in Review

Mutual Advisors reduced its Occidental Petroleum (OXY) stake by 0.52% in Q2 2026, selling an estimated $3.98K and leaving 13,349 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #817.

Mutual Advisors first reported a position in OXY in Q4 2017 and has held it in 24 quarters since. The position peaked at $872K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Mutual Advisors held 13,349 shares of Occidental Petroleum worth $648K as of Q2 2026.
  • Mutual Advisors sold 70 Occidental Petroleum shares in Q2 2026, an estimated $3.98K.
  • Occidental Petroleum made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #817 holding.
  • Mutual Advisors first reported a position in Occidental Petroleum in Q4 2017 and has held it in 24 quarters since.
  • Mutual Advisors's Occidental Petroleum position peaked at $872K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.