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Soltis Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Soltis Investment Advisors’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 		$303K Buy
6,247
+2,135
+52% +$121K 0.02% 480
2026
Q1 		$267K Buy
+4,112
New +$207K 0.02% 460
2022
Q4 		– Sell
-30,628
Closed -$1.88M – 259
2022
Q3 		$1.88M Sell
30,628
-465
-1% -$29.8K 0.28% 87
2022
Q2 		$1.83M Buy
+31,093
New +$1.91M 0.27% 95

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

Soltis Investment Advisors's OXY Position: Q2 2026 in Review

Soltis Investment Advisors increased its Occidental Petroleum (OXY) stake by 52% in Q2 2026, buying an estimated $121K and bringing the position to 6,247 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #480.

Soltis Investment Advisors first reported a position in OXY in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.88M in Q3 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Soltis Investment Advisors held 6,247 shares of Occidental Petroleum worth $303K as of Q2 2026.
  • Soltis Investment Advisors bought 2,135 Occidental Petroleum shares in Q2 2026, an estimated $121K.
  • Occidental Petroleum made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #480 holding.
  • Soltis Investment Advisors first reported a position in Occidental Petroleum in Q2 2022 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Occidental Petroleum position peaked at $1.88M in Q3 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.