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OneAscent Financial Services’s Occidental Petroleum OXY Stock Holding History

OneAscent Financial Services’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 		$230K Sell
4,744
-789
-14% -$44.8K 0.01% 548
2026
Q1 		$360K Buy
+5,533
New +$278K 0.02% 414
2025
Q3 		– Sell
-5,088
Closed -$217K – 509
2025
Q2 		$217K Sell
5,088
-4,950
-49% -$207K 0.02% 496
2025
Q1 		$496K Buy
+10,038
New +$490K 0.03% 338

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

OneAscent Financial Services's OXY Position: Q2 2026 in Review

OneAscent Financial Services reduced its Occidental Petroleum (OXY) stake by 14% in Q2 2026, selling an estimated $44.8K and leaving 4,744 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #548.

OneAscent Financial Services first reported a position in OXY in Q1 2025 and has held it in 4 quarters since. The position peaked at $496K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • OneAscent Financial Services held 4,744 shares of Occidental Petroleum worth $230K as of Q2 2026.
  • OneAscent Financial Services sold 789 Occidental Petroleum shares in Q2 2026, an estimated $44.8K.
  • Occidental Petroleum made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #548 holding.
  • OneAscent Financial Services first reported a position in Occidental Petroleum in Q1 2025 and has held it in 4 quarters since.
  • OneAscent Financial Services's Occidental Petroleum position peaked at $496K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.