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Roehl & Yi Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Roehl & Yi 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 		$338K Sell
6,969
-153
-2% -$8.69K 0.11% 141
2026
Q1 		$463K Buy
+7,122
New +$358K 0.17% 99
2025
Q4 		– Sell
-6,972
Closed -$329K – 178
2025
Q3 		$329K Sell
6,972
-1,635
-19% -$73.9K 0.14% 121
2025
Q2 		$362K Buy
8,607
+1,467
+21% +$61.3K 0.19% 109
2025
Q1 		$352K Buy
7,140
+1,666
+30% +$81.3K 0.19% 105
2024
Q4 		$270K Buy
+5,474
New +$276K 0.15% 115

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

Roehl & Yi Investment Advisors's OXY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Occidental Petroleum (OXY) stake by 2.1% in Q2 2026, selling an estimated $8.69K and leaving 6,969 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #141.

Roehl & Yi Investment Advisors first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. The position peaked at $463K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Roehl & Yi Investment Advisors held 6,969 shares of Occidental Petroleum worth $338K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 153 Occidental Petroleum shares in Q2 2026, an estimated $8.69K.
  • Occidental Petroleum made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Roehl & Yi Investment Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • Roehl & Yi Investment Advisors's Occidental Petroleum position peaked at $463K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.