SF
OXY icon

Summit Financial’s Occidental Petroleum OXY Stock Holding History

Summit Financial’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 		$1.2M Sell
24,511
-4,186
-15% -$238K 0.01% 788
2026
Q1 		$1.87M Buy
28,697
+4,014
+16% +$202K 0.02% 591
2025
Q4 		$1.02M Buy
24,683
+1,129
+5% +$47.1K 0.02% 671
2025
Q3 		$1.11M Buy
23,554
+2,433
+12% +$110K 0.02% 620
2025
Q2 		$892K Buy
21,121
+11,122
+111% +$465K 0.02% 432
2025
Q1 		$494K Buy
+9,999
New +$488K 0.01% 516

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

Summit Financial's OXY Position: Q2 2026 in Review

Summit Financial reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $238K and leaving 24,511 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #788.

Summit Financial first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Summit Financial held 24,511 shares of Occidental Petroleum worth $1.2M as of Q2 2026.
  • Summit Financial sold 4,186 Occidental Petroleum shares in Q2 2026, an estimated $238K.
  • Occidental Petroleum made up 0.01% of Summit Financial's portfolio in Q2 2026, its #788 holding.
  • Summit Financial first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's Occidental Petroleum position peaked at $1.87M in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.