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Synergy Asset Management’s Occidental Petroleum OXY Stock Holding History

Synergy Asset Management’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 		– Sell
-3,559
Closed -$231K – 309
2026
Q1 		$231K Buy
+3,559
New +$179K 0.02% 225
2025
Q1 		– Sell
-453
Closed -$23.3K – 604
2024
Q4 		$23.3K Buy
+453
New +$22.9K ﹤0.01% 350

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

Synergy Asset Management's OXY Position: Q2 2026 in Review

Synergy Asset Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,559 shares — an estimated $231K sold.

Synergy Asset Management first reported a position in OXY in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Synergy Asset Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 3,559 Occidental Petroleum shares in Q2 2026, an estimated $231K.
  • Synergy Asset Management first reported a position in Occidental Petroleum in Q4 2024 and held it in 2 quarters.
  • Synergy Asset Management's Occidental Petroleum position peaked at $231K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.