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Synergy Investment Management’s Occidental Petroleum OXY Stock Holding History

Synergy Investment 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 		$5.77K Buy
103
+78
+312% +$4.43K ﹤0.01% 726
2026
Q1 		$1.63K Buy
+25
New +$1.26K ﹤0.01% 717

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 Investment Management's OXY Position: Q2 2026 in Review

Synergy Investment Management increased its Occidental Petroleum (OXY) stake by 312% in Q2 2026, buying an estimated $4.43K and bringing the position to 103 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Synergy Investment Management 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.

  • Synergy Investment Management held 103 shares of Occidental Petroleum worth $5.77K as of Q2 2026.
  • Synergy Investment Management bought 78 Occidental Petroleum shares in Q2 2026, an estimated $4.43K.
  • Occidental Petroleum made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #726 holding.
  • Synergy Investment Management 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.