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Savvy Advisors Inc’s Occidental Petroleum OXY Stock Holding History

Savvy Advisors Inc’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 		$484K Sell
9,956
-184
-2% -$10.4K 0.01% 792
2026
Q1 		$659K Buy
+10,140
New +$510K 0.02% 571
2025
Q4 		– Sell
-4,920
Closed -$232K – 1067
2025
Q3 		$232K Buy
+4,920
New +$222K 0.01% 729
2025
Q2 		– Sell
-5,116
Closed -$253K – 666
2025
Q1 		$253K Sell
5,116
-1,144
-18% -$55.9K 0.03% 426
2024
Q4 		$309K Buy
+6,260
New +$316K 0.04% 334

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

Savvy Advisors Inc's OXY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Occidental Petroleum (OXY) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 9,956 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #792.

Savvy Advisors Inc first reported a position in OXY in Q4 2024 and has held it in 5 quarters since. The position peaked at $659K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Savvy Advisors Inc held 9,956 shares of Occidental Petroleum worth $484K as of Q2 2026.
  • Savvy Advisors Inc sold 184 Occidental Petroleum shares in Q2 2026, an estimated $10.4K.
  • Occidental Petroleum made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #792 holding.
  • Savvy Advisors Inc first reported a position in Occidental Petroleum in Q4 2024 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Occidental Petroleum position peaked at $659K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.