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SBI Okasan Asset Management’s Occidental Petroleum OXY Stock Holding History

SBI Okasan Asset Management’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 		$422K Hold
8,600
– – 0.01% 229
2026
Q1 		$570K Buy
8,600
+2,100
+32% +$106K 0.02% 182
2025
Q4 		$263K Buy
+6,500
New +$271K 0.01% 225

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

SBI Okasan Asset Management's OXY Position: Q2 2026 in Review

SBI Okasan Asset Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 8,600 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #229.

SBI Okasan Asset Management first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • SBI Okasan Asset Management held 8,600 shares of Occidental Petroleum worth $422K as of Q2 2026.
  • SBI Okasan Asset Management left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #229 holding.
  • SBI Okasan Asset Management first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Occidental Petroleum position peaked at $570K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.