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Solitude Financial Services’s Occidental Petroleum OXY Stock Holding History

Solitude Financial Services’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 		$272K Sell
5,600
-3,220
-37% -$183K 0.08% 37
2026
Q1 		$492K Sell
8,820
-1,200
-12% -$60.4K 0.15% 30
2025
Q4 		$412K Sell
10,020
-9,500
-49% -$396K 0.14% 32
2025
Q3 		$922K Buy
19,520
+6,167
+46% +$279K 0.32% 21
2025
Q2 		$561K Buy
13,353
+4,574
+52% +$191K 0.2% 26
2025
Q1 		$433K Buy
+8,779
New +$429K 0.17% 30

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

Solitude Financial Services's OXY Position: Q2 2026 in Review

Solitude Financial Services reduced its Occidental Petroleum (OXY) stake by 37% in Q2 2026, selling an estimated $183K and leaving 5,600 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #37.

Solitude Financial Services first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Solitude Financial Services held 5,600 shares of Occidental Petroleum worth $272K as of Q2 2026.
  • Solitude Financial Services sold 3,220 Occidental Petroleum shares in Q2 2026, an estimated $183K.
  • Occidental Petroleum made up 0.08% of Solitude Financial Services's portfolio in Q2 2026, its #37 holding.
  • Solitude Financial Services first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
  • Solitude Financial Services's Occidental Petroleum position peaked at $922K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.