USA Financial Formulas’s Occidental Petroleum OXY Stock Holding History

USA Financial Formulas’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	$32.5K	Buy	+670	New	+$38K	0.01%	322
2022 Q3	$1.08M	Buy	17,642 +3,725	+27%	+$238K	1.71%	24
2022 Q2	$819K	Sell	13,917 -4,648	-25%	-$286K	1.02%	35
2022 Q1	$1.05M	Buy	+18,565	New	+$821K	1.13%	22
2019 Q1	–	Sell	-4,235	Closed	-$348K	–	277
2018 Q4	$348K	Sell	4,235 -7,307	-63%	-$514K	0.09%	193
2018 Q3	$966K	Buy	11,542 +5,552	+93%	+$449K	0.24%	67
2018 Q2	$389K	Sell	5,990 -48	-0.8%	-$3.83K	0.09%	193
2018 Q1	$392K	Buy	+6,038	New	+$422K	0.09%	193

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

USA Financial Formulas's OXY Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Occidental Petroleum (OXY) in Q2 2026: 670 shares worth $32.5K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in OXY as recently as Q3 2022.

USA Financial Formulas first reported a position in OXY in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2022. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

USA Financial Formulas held 670 shares of Occidental Petroleum worth $32.5K as of Q2 2026.
Occidental Petroleum was a new USA Financial Formulas position in Q2 2026.
Occidental Petroleum made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #322 holding.
USA Financial Formulas first reported a position in Occidental Petroleum in Q1 2018 and has held it in 8 quarters since.
USA Financial Formulas's Occidental Petroleum position peaked at $1.08M in Q3 2022.
1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.