NFC
OXY icon

Northstar Financial Companies’s Occidental Petroleum OXY Stock Holding History

Northstar Financial Companies’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
-3,480
Closed -$226K – 120
2026
Q1 		$226K Sell
3,480
-4,402
-56% -$221K 0.18% 104
2025
Q4 		$324K Sell
7,882
-4,404
-36% -$184K 0.26% 86
2025
Q3 		$581K Sell
12,286
-6,177
-33% -$279K 0.54% 48
2025
Q2 		$776K Buy
18,463
+5,626
+44% +$235K 0.81% 29
2025
Q1 		$634K Buy
12,837
+2,994
+30% +$146K 0.69% 39
2024
Q4 		$486K Buy
+9,843
New +$497K 0.46% 49

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

Northstar Financial Companies's OXY Position: Q2 2026 in Review

Northstar Financial Companies sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,480 shares — an estimated $226K sold.

Northstar Financial Companies first reported a position in OXY in Q4 2024 and held it in 6 quarters. The position peaked at $776K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Northstar Financial Companies reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Northstar Financial Companies sold 3,480 Occidental Petroleum shares in Q2 2026, an estimated $226K.
  • Northstar Financial Companies first reported a position in Occidental Petroleum in Q4 2024 and held it in 6 quarters.
  • Northstar Financial Companies's Occidental Petroleum position peaked at $776K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.