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RD Lewis Holdings’s Occidental Petroleum OXY Stock Holding History

RD Lewis Holdings’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 		$270K Buy
4,579
+350
+8% +$19.9K 0.2% 81
2026
Q1 		$248K Sell
4,229
-400
-9% -$20.1K 0.21% 76
2025
Q4 		$210K Buy
+4,629
New +$193K 0.18% 88
2025
Q3 		– Sell
-4,779
Closed -$208K – 84
2025
Q2 		$208K Sell
4,779
-800
-14% -$33.4K 0.21% 80
2025
Q1 		$227K Sell
5,579
-30
-0.5% -$1.47K 0.26% 78
2024
Q4 		$262K Buy
+5,609
New +$283K 0.29% 74

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

RD Lewis Holdings's OXY Position: Q2 2026 in Review

RD Lewis Holdings increased its Occidental Petroleum (OXY) stake by 8.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,579 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #81.

RD Lewis Holdings first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • RD Lewis Holdings held 4,579 shares of Occidental Petroleum worth $270K as of Q2 2026.
  • RD Lewis Holdings bought 350 Occidental Petroleum shares in Q2 2026, an estimated $19.9K.
  • Occidental Petroleum made up 0.2% of RD Lewis Holdings's portfolio in Q2 2026, its #81 holding.
  • RD Lewis Holdings first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.