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Principal Securities’s Occidental Petroleum OXY Stock Holding History

Principal Securities’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 		$304K Buy
6,259
+163
+3% +$9.26K ﹤0.01% 1318
2026
Q1 		$396K Buy
6,096
+761
+14% +$38.3K 0.01% 1080
2025
Q4 		$219K Hold
5,335
– – ﹤0.01% 1286
2025
Q3 		$252K Sell
5,335
-317
-6% -$14.3K ﹤0.01% 1186
2025
Q2 		$237K Buy
5,652
+1,654
+41% +$69.1K ﹤0.01% 1162
2025
Q1 		$198K Hold
3,998
– – ﹤0.01% 1141
2024
Q4 		$198K Sell
3,998
-205
-5% -$10.4K ﹤0.01% 1140
2024
Q3 		$217K Buy
4,203
+40
+1% +$2.28K 0.01% 1071
2024
Q2 		$262K Buy
4,163
+306
+8% +$19.6K 0.01% 939
2024
Q1 		$251K Sell
3,857
-274
-7% -$16.4K 0.01% 927
2023
Q4 		$247K Buy
+4,131
New +$252K 0.01% 864

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

Principal Securities's OXY Position: Q2 2026 in Review

Principal Securities increased its Occidental Petroleum (OXY) stake by 2.7% in Q2 2026, buying an estimated $9.26K and bringing the position to 6,259 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Principal Securities first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Principal Securities held 6,259 shares of Occidental Petroleum worth $304K as of Q2 2026.
  • Principal Securities bought 163 Occidental Petroleum shares in Q2 2026, an estimated $9.26K.
  • Occidental Petroleum made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1318 holding.
  • Principal Securities first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Occidental Petroleum position peaked at $396K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.