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Scharf Investments’s Occidental Petroleum OXY Stock Holding History

Scharf Investments’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 		$155M Sell
3,187,747
-396,117
-11% -$22.5M 5.11% 2
2026
Q1 		$233M Buy
3,583,864
+644,140
+22% +$32.4M 7.18% 2
2025
Q4 		$121M Sell
2,939,724
-499,911
-15% -$20.9M 3.25% 12
2025
Q3 		$163M Sell
3,439,635
-41,255
-1% -$1.86M 4.09% 7
2025
Q2 		$146M Buy
3,480,890
+517,451
+17% +$21.6M 4.21% 10
2025
Q1 		$146M Buy
2,963,439
+502,406
+20% +$24.5M 4.42% 9
2024
Q4 		$122M Buy
2,461,033
+805,525
+49% +$40.7M 3.61% 11
2024
Q3 		$85.3M Buy
1,655,508
+977,347
+144% +$55.8M 2.35% 21
2024
Q2 		$42.7M Buy
+678,161
New +$43.5M 1.22% 26

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

Scharf Investments's OXY Position: Q2 2026 in Review

Scharf Investments reduced its Occidental Petroleum (OXY) stake by 11% in Q2 2026, selling an estimated $22.5M and leaving 3,187,747 shares worth $155M. The position accounts for 5.11% of the portfolio, ranked #2.

Scharf Investments first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $233M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Scharf Investments held 3,187,747 shares of Occidental Petroleum worth $155M as of Q2 2026.
  • Scharf Investments sold 396,117 Occidental Petroleum shares in Q2 2026, an estimated $22.5M.
  • Occidental Petroleum made up 5.11% of Scharf Investments's portfolio in Q2 2026, its #2 holding.
  • Scharf Investments first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
  • Scharf Investments's Occidental Petroleum position peaked at $233M in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.