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Systematic Financial Management’s Occidental Petroleum OXY Stock Holding History

Systematic Financial 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
-231
Closed -$15K – 255
2026
Q1 		$15K Hold
231
– – ﹤0.01% 244
2025
Q4 		$9.5K Hold
231
– – ﹤0.01% 249
2025
Q3 		$10.9K Hold
231
– – ﹤0.01% 243
2025
Q2 		$9.7K Hold
231
– – ﹤0.01% 241
2025
Q1 		$11.4K Buy
+231
New +$11.3K ﹤0.01% 240
2020
Q4 		– Sell
-1,848
Closed -$18K – 251
2020
Q3 		$18K Hold
1,848
– – ﹤0.01% 226
2020
Q2 		$34K Hold
1,848
– – ﹤0.01% 486
2020
Q1 		$21K Hold
1,848
– – ﹤0.01% 464
2019
Q4 		$76K Hold
1,848
– – ﹤0.01% 469
2019
Q3 		$82K Buy
+1,848
New +$87.4K ﹤0.01% 488
2016
Q2 		– Sell
-30
Closed -$2K – 632
2016
Q1 		$2K Hold
30
– – ﹤0.01% 577
2015
Q4 		$2K Hold
30
– – ﹤0.01% 603
2015
Q3 		$1K Hold
30
– – ﹤0.01% 633
2015
Q2 		$2K Hold
30
– – ﹤0.01% 668
2015
Q1 		$2K Sell
30
-215,889
-100% -$16.7M ﹤0.01% 655
2014
Q4 		$17.4M Sell
215,919
-35,472
-14% -$2.94M 0.13% 160
2014
Q3 		$23.2M Sell
251,391
-5,928
-2% -$569K 0.17% 133
2014
Q2 		$25.3M Buy
257,319
+8,967
+4% +$843K 0.17% 137
2014
Q1 		$22.7M Sell
248,352
-178,465
-42% -$15.9M 0.16% 152
2013
Q4 		$38.9M Sell
426,817
-13,796
-3% -$1.26M 0.29% 100
2013
Q3 		$39.5M Sell
440,613
-30,194
-6% -$2.6M 0.31% 95
2013
Q2 		$40.2M Buy
+470,807
New +$39.8M 0.34% 91

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

Systematic Financial Management's OXY Position: Q2 2026 in Review

Systematic Financial Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 231 shares — an estimated $15K sold.

Systematic Financial Management first reported a position in OXY in Q2 2013 and held it in 22 quarters. The position peaked at $40.2M in Q2 2013. 1,237 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Systematic Financial Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Systematic Financial Management sold 231 Occidental Petroleum shares in Q2 2026, an estimated $15K.
  • Systematic Financial Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 22 quarters.
  • Systematic Financial Management's Occidental Petroleum position peaked at $40.2M in Q2 2013.
  • 1,237 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.