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Waverly Advisors’s Occidental Petroleum OXY Stock Holding History

Waverly 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 		$1.7M Buy
34,938
+1,769
+5% +$100K 0.01% 733
2026
Q1 		$2.16M Buy
33,169
+8,307
+33% +$418K 0.02% 631
2025
Q4 		$1.02M Buy
24,862
+8,080
+48% +$337K 0.01% 757
2025
Q3 		$793K Buy
16,782
+3,136
+23% +$142K 0.01% 703
2025
Q2 		$573K Buy
13,646
+833
+7% +$34.8K 0.01% 762
2025
Q1 		$632K Buy
12,813
+350
+3% +$17.1K 0.01% 717
2024
Q4 		$616K Sell
12,463
-113,045
-90% -$5.71M 0.01% 637
2024
Q3 		$6.47M Buy
125,508
+60,615
+93% +$3.46M 0.12% 162
2024
Q2 		$4.09M Buy
64,893
+440
+0.7% +$28.2K 0.08% 214
2024
Q1 		$4.19M Buy
64,453
+6,032
+10% +$360K 0.1% 166
2023
Q4 		$3.49M Buy
+58,421
New +$3.57M 0.13% 104
2018
Q1 		– Sell
-82
Closed -$6K – 315
2017
Q4 		$6K Buy
+82
New +$5.57K ﹤0.01% 364
2017
Q1 		– Sell
-2,815
Closed -$201K – 215
2016
Q4 		$201K Sell
2,815
-805
-22% -$57.2K 0.07% 113
2016
Q3 		$264K Buy
+3,620
New +$271K 0.11% 74
2015
Q4 		– Sell
-150
Closed -$10K – 311
2015
Q3 		$10K Hold
150
– – 0.01% 346
2015
Q2 		$12K Hold
150
– – 0.01% 258
2015
Q1 		$11K Hold
150
– – 0.01% 252
2014
Q4 		$12K Sell
150
-1,542
-91% -$128K 0.01% 279
2014
Q3 		$156K Hold
1,692
– – 0.08% 98
2014
Q2 		$166K Buy
1,692
+17
+1% +$1.6K 0.07% 108
2014
Q1 		$153K Sell
1,675
-72
-4% -$6.43K 0.07% 109
2013
Q4 		$159K Buy
1,747
+1,558
+824% +$142K 0.06% 167
2013
Q3 		$17K Buy
+189
New +$16.2K 0.01% 376

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

Waverly Advisors's OXY Position: Q2 2026 in Review

Waverly Advisors increased its Occidental Petroleum (OXY) stake by 5.3% in Q2 2026, buying an estimated $100K and bringing the position to 34,938 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #733.

Waverly Advisors first reported a position in OXY in Q3 2013 and has held it in 23 quarters since. The position peaked at $6.47M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Waverly Advisors held 34,938 shares of Occidental Petroleum worth $1.7M as of Q2 2026.
  • Waverly Advisors bought 1,769 Occidental Petroleum shares in Q2 2026, an estimated $100K.
  • Occidental Petroleum made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #733 holding.
  • Waverly Advisors first reported a position in Occidental Petroleum in Q3 2013 and has held it in 23 quarters since.
  • Waverly Advisors's Occidental Petroleum position peaked at $6.47M in Q3 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.