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Prosperitas Financial’s Occidental Petroleum OXY Stock Holding History

Prosperitas Financial’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 		$3.66M Sell
75,304
-6,677
-8% -$379K 1.17% 32
2026
Q1 		$5.33M Buy
81,981
+9,084
+12% +$457K 1.99% 19
2025
Q4 		$3M Buy
72,897
+1,888
+3% +$78.8K 1.17% 32
2025
Q3 		$3.36M Buy
71,009
+5,110
+8% +$231K 1.39% 29
2025
Q2 		$2.77M Buy
65,899
+9,706
+17% +$406K 1.3% 30
2025
Q1 		$2.77M Buy
56,193
+7,877
+16% +$385K 1.43% 25
2024
Q4 		$2.39M Buy
+48,316
New +$2.44M 1.21% 32

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 $3.38T AUM 44.17% 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

Prosperitas Financial's OXY Position: Q2 2026 in Review

Prosperitas Financial reduced its Occidental Petroleum (OXY) stake by 8.1% in Q2 2026, selling an estimated $379K and leaving 75,304 shares worth $3.66M. The position accounts for 1.17% of the portfolio, ranked #32.

Prosperitas Financial first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.33M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Prosperitas Financial held 75,304 shares of Occidental Petroleum worth $3.66M as of Q2 2026.
  • Prosperitas Financial sold 6,677 Occidental Petroleum shares in Q2 2026, an estimated $379K.
  • Occidental Petroleum made up 1.17% of Prosperitas Financial's portfolio in Q2 2026, its #32 holding.
  • Prosperitas Financial first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Prosperitas Financial's Occidental Petroleum position peaked at $5.33M in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.