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Targeted Financial Services’s Occidental Petroleum OXY Stock Holding History

Targeted Financial Services’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 		$471K Hold
9,700
– – 0.35% 38
2026
Q1 		$631K Hold
9,700
– – 0.52% 27
2025
Q4 		$399K Buy
+9,700
New +$405K 0.34% 36

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

Targeted Financial Services's OXY Position: Q2 2026 in Review

Targeted Financial Services held its Occidental Petroleum (OXY) position steady in Q2 2026 at 9,700 shares worth $471K. The position accounts for 0.35% of the portfolio, ranked #38.

Targeted Financial Services first reported a position in OXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Targeted Financial Services held 9,700 shares of Occidental Petroleum worth $471K as of Q2 2026.
  • Targeted Financial Services left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.35% of Targeted Financial Services's portfolio in Q2 2026, its #38 holding.
  • Targeted Financial Services first reported a position in Occidental Petroleum in Q4 2025 and has held it in 3 quarters since.
  • Targeted Financial Services's Occidental Petroleum position peaked at $631K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.