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NEOS Investment Management’s Occidental Petroleum OXY Stock Holding History

NEOS 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 		$5.78M Buy
118,916
+9,034
+8% +$513K 0.02% 344
2026
Q1 		$7.14M Buy
109,882
+4,703
+4% +$237K 0.04% 280
2025
Q4 		$4.32M Buy
105,179
+17,310
+20% +$722K 0.03% 351
2025
Q3 		$4.15M Buy
87,869
+29,461
+50% +$1.33M 0.03% 330
2025
Q2 		$2.45M Buy
58,408
+12,481
+27% +$522K 0.03% 342
2025
Q1 		$2.27M Buy
45,927
+8,771
+24% +$428K 0.04% 311
2024
Q4 		$1.84M Buy
37,156
+8,705
+31% +$440K 0.04% 307
2024
Q3 		$1.47M Buy
28,451
+5,684
+25% +$324K 0.04% 312
2024
Q2 		$1.44M Buy
22,767
+6,972
+44% +$447K 0.06% 268
2024
Q1 		$1.03M Buy
15,795
+6,423
+69% +$384K 0.06% 255
2023
Q4 		$560K Buy
9,372
+1,914
+26% +$117K 0.05% 264
2023
Q3 		$484K Buy
+7,458
New +$469K 0.06% 215

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

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

NEOS Investment Management increased its Occidental Petroleum (OXY) stake by 8.2% in Q2 2026, buying an estimated $513K and bringing the position to 118,916 shares worth $5.78M. The position accounts for 0.02% of the portfolio, ranked #344.

NEOS Investment Management first reported a position in OXY in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.14M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • NEOS Investment Management held 118,916 shares of Occidental Petroleum worth $5.78M as of Q2 2026.
  • NEOS Investment Management bought 9,034 Occidental Petroleum shares in Q2 2026, an estimated $513K.
  • Occidental Petroleum made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #344 holding.
  • NEOS Investment Management first reported a position in Occidental Petroleum in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Occidental Petroleum position peaked at $7.14M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.