RFP
OXY icon

Root Financial Partners’s Occidental Petroleum OXY Stock Holding History

Root Financial Partners’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 		$220K Buy
4,523
+1,565
+53% +$88.9K 0.01% 373
2026
Q1 		$192K Buy
2,958
+2,224
+303% +$112K 0.01% 337
2025
Q4 		$30.2K Sell
734
-434
-37% -$18.1K ﹤0.01% 949
2025
Q3 		$55.2K Buy
+1,168
New +$52.8K ﹤0.01% 639

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

Root Financial Partners's OXY Position: Q2 2026 in Review

Root Financial Partners increased its Occidental Petroleum (OXY) stake by 53% in Q2 2026, buying an estimated $88.9K and bringing the position to 4,523 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #373.

Root Financial Partners first reported a position in OXY in Q3 2025 and has held it in 4 quarters since. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Root Financial Partners held 4,523 shares of Occidental Petroleum worth $220K as of Q2 2026.
  • Root Financial Partners bought 1,565 Occidental Petroleum shares in Q2 2026, an estimated $88.9K.
  • Occidental Petroleum made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #373 holding.
  • Root Financial Partners first reported a position in Occidental Petroleum in Q3 2025 and has held it in 4 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.