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OneDigital Investment Advisors’s Occidental Petroleum OXY Stock Holding History

OneDigital Investment Advisors’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 		$619K Buy
12,745
+322
+3% +$18.3K 0.01% 944
2026
Q1 		$808K Sell
12,423
-4,177
-25% -$210K 0.01% 760
2025
Q4 		$683K Buy
16,600
+415
+3% +$17.3K 0.01% 817
2025
Q3 		$765K Sell
16,185
-866
-5% -$39.1K 0.01% 760
2025
Q2 		$716K Sell
17,051
-1,812
-10% -$75.7K 0.01% 755
2025
Q1 		$931K Buy
18,863
+2,163
+13% +$106K 0.01% 627
2024
Q4 		$825K Sell
16,700
-3,939
-19% -$199K 0.01% 700
2024
Q3 		$1.06M Buy
20,639
+410
+2% +$23.4K 0.01% 632
2024
Q2 		$1.28M Buy
20,229
+10,481
+108% +$672K 0.02% 538
2024
Q1 		$634K Buy
9,748
+1,245
+15% +$74.4K 0.01% 658
2023
Q4 		$508K Sell
8,503
-12,730
-60% -$777K 0.01% 709
2023
Q3 		$1.38M Buy
21,233
+12,795
+152% +$805K 0.03% 354
2023
Q2 		$496K Buy
8,438
+765
+10% +$45.9K 0.01% 645
2023
Q1 		$479K Buy
7,673
+683
+10% +$42.4K 0.01% 641
2022
Q4 		$440K Sell
6,990
-1,531
-18% -$104K 0.01% 553
2022
Q3 		$524K Sell
8,521
-1,735
-17% -$111K 0.02% 443
2022
Q2 		$604K Buy
10,256
+2,447
+31% +$150K 0.03% 373
2022
Q1 		$443K Buy
+7,809
New +$345K 0.02% 477
2019
Q3 		– Sell
-417
Closed -$21K – 985
2019
Q2 		$21K Sell
417
-3,374
-89% -$190K ﹤0.01% 799
2019
Q1 		$248K Buy
3,791
+3,374
+809% +$222K 0.04% 255
2018
Q4 		$26K Sell
417
-3,121
-88% -$219K ﹤0.01% 620
2018
Q3 		$290K Sell
3,538
-60
-2% -$4.85K 0.07% 140
2018
Q2 		$301K Hold
3,598
– – 0.06% 167
2018
Q1 		$234K Sell
3,598
-56
-2% -$3.92K 0.05% 204
2017
Q4 		$269K Buy
3,654
+2,797
+326% +$190K 0.03% 190
2017
Q3 		$55K Sell
857
-3,121
-78% -$190K 0.02% 364
2017
Q2 		$238K Buy
+3,978
New +$244K 0.07% 179

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

OneDigital Investment Advisors's OXY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Occidental Petroleum (OXY) stake by 2.6% in Q2 2026, buying an estimated $18.3K and bringing the position to 12,745 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #944.

OneDigital Investment Advisors first reported a position in OXY in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.38M in Q3 2023. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • OneDigital Investment Advisors held 12,745 shares of Occidental Petroleum worth $619K as of Q2 2026.
  • OneDigital Investment Advisors bought 322 Occidental Petroleum shares in Q2 2026, an estimated $18.3K.
  • Occidental Petroleum made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #944 holding.
  • OneDigital Investment Advisors first reported a position in Occidental Petroleum in Q2 2017 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's Occidental Petroleum position peaked at $1.38M in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.