Vanguard Personalized Indexing Management
OXY icon

Vanguard Personalized Indexing Management’s Occidental Petroleum OXY Stock Holding History

Vanguard Personalized Indexing 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 		$6.31M Buy
129,880
+6,810
+6% +$387K 0.05% 297
2026
Q1 		$8M Sell
123,070
-13
-0% -$654 0.08% 217
2025
Q4 		$5.06M Sell
123,083
-23,954
-16% -$1,000K 0.05% 310
2025
Q3 		$6.95M Buy
147,037
+7,951
+6% +$359K 0.07% 231
2025
Q2 		$5.84M Buy
139,086
+60,793
+78% +$2.54M 0.07% 254
2025
Q1 		$3.86M Sell
78,293
-10,111
-11% -$494K 0.06% 298
2024
Q4 		$4.37M Buy
88,404
+27,287
+45% +$1.38M 0.07% 257
2024
Q3 		$3.15M Sell
61,117
-5,513
-8% -$315K 0.05% 329
2024
Q2 		$4.2M Buy
66,630
+10,796
+19% +$692K 0.08% 215
2024
Q1 		$3.63M Buy
55,834
+4,426
+9% +$264K 0.08% 228
2023
Q4 		$3.07M Sell
51,408
-743
-1% -$45.3K 0.08% 234
2023
Q3 		$3.38M Buy
52,151
+4,666
+10% +$294K 0.1% 185
2023
Q2 		$2.79M Buy
47,485
+1,709
+4% +$103K 0.09% 226
2023
Q1 		$2.86M Sell
45,776
-2,730
-6% -$170K 0.1% 203
2022
Q4 		$3.06M Sell
48,506
-19,558
-29% -$1.33M 0.13% 163
2022
Q3 		$4.18M Buy
68,064
+23,501
+53% +$1.5M 0.19% 94
2022
Q2 		$2.62M Buy
44,563
+12,782
+40% +$785K 0.12% 157
2022
Q1 		$1.8M Buy
31,781
+7,439
+31% +$329K 0.09% 222
2021
Q4 		$706K Buy
24,342
+8,547
+54% +$268K 0.04% 555
2021
Q3 		$467K Sell
15,795
-1,581
-9% -$42.2K 0.04% 547
2021
Q2 		$543K Buy
17,376
+4,584
+36% +$123K 0.06% 442
2021
Q1 		$341K Buy
+12,792
New +$320K 0.05% 455

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

Vanguard Personalized Indexing Management's OXY Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Occidental Petroleum (OXY) stake by 5.5% in Q2 2026, buying an estimated $387K and bringing the position to 129,880 shares worth $6.31M. The position accounts for 0.05% of the portfolio, ranked #297.

Vanguard Personalized Indexing Management first reported a position in OXY in Q1 2021 and has held it in 22 quarters since. The position peaked at $8M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Vanguard Personalized Indexing Management held 129,880 shares of Occidental Petroleum worth $6.31M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,810 Occidental Petroleum shares in Q2 2026, an estimated $387K.
  • Occidental Petroleum made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #297 holding.
  • Vanguard Personalized Indexing Management first reported a position in Occidental Petroleum in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Occidental Petroleum position peaked at $8M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.