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Transcend Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Transcend Capital Advisors’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 		$454K Buy
9,348
+2,208
+31% +$125K 0.03% 487
2026
Q1 		$464K Buy
+7,140
New +$359K 0.04% 401
2025
Q2 		– Sell
-5,096
Closed -$252K – 690
2025
Q1 		$252K Sell
5,096
-608
-11% -$29.7K 0.02% 514
2024
Q4 		$282K Sell
5,704
-11,161
-66% -$564K 0.02% 455
2024
Q3 		$869K Sell
16,865
-19
-0.1% -$1.08K 0.06% 286
2024
Q2 		$1.06M Buy
16,884
+31
+0.2% +$1.99K 0.08% 244
2024
Q1 		$1.1M Sell
16,853
-292
-2% -$17.4K 0.09% 218
2023
Q4 		$1.02M Sell
17,145
-4,643
-21% -$283K 0.09% 213
2023
Q3 		$1.41M Sell
21,788
-971
-4% -$61.1K 0.14% 161
2023
Q2 		$1.34M Sell
22,759
-219
-1% -$13.1K 0.13% 171
2023
Q1 		$1.43M Buy
22,978
+2,302
+11% +$143K 0.15% 156
2022
Q4 		$1.3M Sell
20,676
-10,817
-34% -$737K 0.14% 169
2022
Q3 		$1.94M Buy
31,493
+27,357
+661% +$1.75M 0.21% 120
2022
Q2 		$244K Buy
4,136
+40
+1% +$2.46K 0.03% 417
2022
Q1 		$232K Buy
+4,096
New +$181K 0.02% 448

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

Transcend Capital Advisors's OXY Position: Q2 2026 in Review

Transcend Capital Advisors increased its Occidental Petroleum (OXY) stake by 31% in Q2 2026, buying an estimated $125K and bringing the position to 9,348 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #487.

Transcend Capital Advisors first reported a position in OXY in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q3 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Transcend Capital Advisors held 9,348 shares of Occidental Petroleum worth $454K as of Q2 2026.
  • Transcend Capital Advisors bought 2,208 Occidental Petroleum shares in Q2 2026, an estimated $125K.
  • Occidental Petroleum made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #487 holding.
  • Transcend Capital Advisors first reported a position in Occidental Petroleum in Q1 2022 and has held it in 15 quarters since.
  • Transcend Capital Advisors's Occidental Petroleum position peaked at $1.94M in Q3 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.