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SYM Financial Corp’s Occidental Petroleum OXY Stock Holding History

SYM Financial Corp’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 		$325K Buy
6,698
+3,243
+94% +$184K 0.03% 236
2026
Q1 		$225K Buy
+3,455
New +$174K 0.02% 288

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

SYM Financial Corp's OXY Position: Q2 2026 in Review

SYM Financial Corp increased its Occidental Petroleum (OXY) stake by 94% in Q2 2026, buying an estimated $184K and bringing the position to 6,698 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #236.

SYM Financial Corp first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • SYM Financial Corp held 6,698 shares of Occidental Petroleum worth $325K as of Q2 2026.
  • SYM Financial Corp bought 3,243 Occidental Petroleum shares in Q2 2026, an estimated $184K.
  • Occidental Petroleum made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #236 holding.
  • SYM Financial Corp first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.