Neo Ivy Capital Management’s Occidental Petroleum OXY Stock Holding History

Neo Ivy Capital 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	–	Sell	-2,166	Closed	-$141K	–	460
2026 Q1	$141K	Buy	+2,166	New	+$109K	0.04%	282
2025 Q1	–	Sell	-29,088	Closed	-$1.44M	–	391
2024 Q4	$1.44M	Buy	+29,088	New	+$1.47M	0.29%	138
2023 Q4	$160K	Buy	+2,680	New	+$164K	0.36%	103
2023 Q3	–	Sell	-6,216	Closed	-$366K	–	421
2023 Q2	$366K	Buy	+6,216	New	+$373K	0.19%	153
2022 Q1	–	Sell	-2,402	Closed	-$70K	–	560
2021 Q4	$70K	Buy	+2,402	New	+$75.4K	0.1%	255
2021 Q3	–	Sell	-1,479	Closed	-$46K	–	591
2021 Q2	$46K	Sell	1,479 -3,905	-73%	-$105K	0.05%	329
2021 Q1	$143K	Buy	+5,384	New	+$135K	0.16%	202

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neo Ivy Capital Management's OXY Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 2,166 shares — an estimated $141K sold.

Neo Ivy Capital Management first reported a position in OXY in Q1 2021 and held it in 7 quarters. The position peaked at $1.44M in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Neo Ivy Capital Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 2,166 Occidental Petroleum shares in Q2 2026, an estimated $141K.
Neo Ivy Capital Management first reported a position in Occidental Petroleum in Q1 2021 and held it in 7 quarters.
Neo Ivy Capital Management's Occidental Petroleum position peaked at $1.44M in Q4 2024.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.