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Newbridge Financial Services Group’s Occidental Petroleum OXY Stock Holding History

Newbridge Financial Services Group’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 		$3.65K Hold
75
– – ﹤0.01% 1010
2026
Q1 		$4.86K Sell
75
-3,874
-98% -$195K ﹤0.01% 919
2025
Q4 		$162K Buy
3,949
+2,749
+229% +$115K 0.03% 257
2025
Q3 		$56.7K Hold
1,200
– – 0.01% 485
2025
Q2 		$50.4K Hold
1,200
– – 0.01% 506
2025
Q1 		$59.2K Hold
1,200
– – 0.01% 339
2024
Q4 		$59.3K Buy
+1,200
New +$60.6K 0.02% 364
2024
Q3 		– Sell
-975
Closed -$61.5K – 970
2024
Q2 		$61.5K Buy
975
+473
+94% +$30.3K 0.02% 341
2024
Q1 		$32.6K Sell
502
-416
-45% -$24.8K 0.01% 499
2023
Q4 		$54.8K Sell
918
-1,555
-63% -$94.9K 0.03% 371
2023
Q3 		$160K Buy
2,473
+839
+51% +$52.8K 0.08% 220
2023
Q2 		$96.1K Sell
1,634
-1,468
-47% -$88.1K 0.05% 324
2023
Q1 		$194K Buy
3,102
+286
+10% +$17.8K 0.1% 197
2022
Q4 		$177K Buy
2,816
+206
+8% +$14K 0.1% 196
2022
Q3 		$160K Buy
2,610
+548
+27% +$35.1K 0.09% 219
2022
Q2 		$121K Sell
2,062
-520
-20% -$31.9K 0.08% 238
2022
Q1 		$147K Buy
2,582
+151
+6% +$6.68K 0.07% 242
2021
Q4 		$70K Buy
2,431
+1,477
+155% +$46.4K 0.03% 379
2021
Q3 		$28K Buy
954
+801
+524% +$21.4K 0.02% 573
2021
Q2 		$5K Buy
153
+3
+2% +$80 ﹤0.01% 1129
2021
Q1 		$4K Buy
+150
New +$3.75K ﹤0.01% 1082

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

Newbridge Financial Services Group's OXY Position: Q2 2026 in Review

Newbridge Financial Services Group held its Occidental Petroleum (OXY) position steady in Q2 2026 at 75 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Newbridge Financial Services Group first reported a position in OXY in Q1 2021 and has held it in 21 quarters since. The position peaked at $194K in Q1 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Newbridge Financial Services Group held 75 shares of Occidental Petroleum worth $3.65K as of Q2 2026.
  • Newbridge Financial Services Group left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1010 holding.
  • Newbridge Financial Services Group first reported a position in Occidental Petroleum in Q1 2021 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Occidental Petroleum position peaked at $194K in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.