Wellington Group’s Occidental Petroleum OXY Stock Holding History

Wellington Group’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	–	Sell	-505	Closed	-$32.8K	–	306
2026 Q1	$32.8K	Hold	505	–	–	0.01%	317
2025 Q4	$20.8K	Buy	+505	New	+$21.1K	0.01%	387

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

Wellington Group's OXY Position: Q2 2026 in Review

Wellington Group sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 505 shares — an estimated $32.8K sold.

Wellington Group first reported a position in OXY in Q4 2025 and held it in 2 quarters. The position peaked at $32.8K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Wellington Group reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 505 Occidental Petroleum shares in Q2 2026, an estimated $32.8K.
Wellington Group first reported a position in Occidental Petroleum in Q4 2025 and held it in 2 quarters.
Wellington Group's Occidental Petroleum position peaked at $32.8K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.