PI
OXY icon

PFG Investments’s Occidental Petroleum OXY Stock Holding History

PFG Investments’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 		$1M Buy
20,617
+6,852
+50% +$389K 0.04% 395
2026
Q1 		$895K Sell
13,765
-3,662
-21% -$184K 0.04% 388
2025
Q4 		$717K Sell
17,427
-967
-5% -$40.4K 0.03% 443
2025
Q3 		$869K Sell
18,394
-1,248
-6% -$56.4K 0.05% 371
2025
Q2 		$825K Buy
19,642
+585
+3% +$24.4K 0.05% 357
2025
Q1 		$941K Sell
19,057
-3,050
-14% -$149K 0.06% 313
2024
Q4 		$1.09M Buy
22,107
+1,944
+10% +$98.2K 0.07% 273
2024
Q3 		$1.04M Buy
20,163
+2,436
+14% +$139K 0.07% 296
2024
Q2 		$1.12M Buy
17,727
+145
+0.8% +$9.3K 0.08% 236
2024
Q1 		$1.14M Buy
17,582
+10,259
+140% +$613K 0.07% 301
2023
Q4 		$437K Buy
7,323
+900
+14% +$54.9K 0.08% 273
2023
Q3 		$417K Buy
6,423
+170
+3% +$10.7K 0.08% 270
2023
Q2 		$368K Buy
6,253
+1,150
+23% +$69K 0.07% 328
2023
Q1 		$319K Buy
+5,103
New +$317K 0.06% 330

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

PFG Investments's OXY Position: Q2 2026 in Review

PFG Investments increased its Occidental Petroleum (OXY) stake by 50% in Q2 2026, buying an estimated $389K and bringing the position to 20,617 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #395.

PFG Investments first reported a position in OXY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • PFG Investments held 20,617 shares of Occidental Petroleum worth $1M as of Q2 2026.
  • PFG Investments bought 6,852 Occidental Petroleum shares in Q2 2026, an estimated $389K.
  • Occidental Petroleum made up 0.04% of PFG Investments's portfolio in Q2 2026, its #395 holding.
  • PFG Investments first reported a position in Occidental Petroleum in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Occidental Petroleum position peaked at $1.14M in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.