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VestGen Advisors’s Occidental Petroleum OXY Stock Holding History

VestGen 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 		$350K Sell
7,208
-198
-3% -$11.2K 0.01% 789
2026
Q1 		$417K Buy
+7,406
New +$372K 0.01% 724
2025
Q3 		– Sell
-8,832
Closed -$371K – 710
2025
Q2 		$371K Buy
8,832
+1,207
+16% +$50.4K 0.01% 467
2025
Q1 		$376K Buy
+7,625
New +$372K 0.02% 424

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

VestGen Advisors's OXY Position: Q2 2026 in Review

VestGen Advisors reduced its Occidental Petroleum (OXY) stake by 2.7% in Q2 2026, selling an estimated $11.2K and leaving 7,208 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #789.

VestGen Advisors first reported a position in OXY in Q1 2025 and has held it in 4 quarters since. The position peaked at $417K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • VestGen Advisors held 7,208 shares of Occidental Petroleum worth $350K as of Q2 2026.
  • VestGen Advisors sold 198 Occidental Petroleum shares in Q2 2026, an estimated $11.2K.
  • Occidental Petroleum made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #789 holding.
  • VestGen Advisors first reported a position in Occidental Petroleum in Q1 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Occidental Petroleum position peaked at $417K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.