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Waddell & Associates’s Occidental Petroleum OXY Stock Holding History

Waddell & Associates’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 		$622K Buy
12,798
+2,771
+28% +$157K 0.03% 219
2026
Q1 		$652K Buy
+10,027
New +$504K 0.04% 176

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

Waddell & Associates's OXY Position: Q2 2026 in Review

Waddell & Associates increased its Occidental Petroleum (OXY) stake by 28% in Q2 2026, buying an estimated $157K and bringing the position to 12,798 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #219.

Waddell & Associates first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $652K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Waddell & Associates held 12,798 shares of Occidental Petroleum worth $622K as of Q2 2026.
  • Waddell & Associates bought 2,771 Occidental Petroleum shares in Q2 2026, an estimated $157K.
  • Occidental Petroleum made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #219 holding.
  • Waddell & Associates first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's Occidental Petroleum position peaked at $652K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.