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World Investment Advisors’s Occidental Petroleum OXY Stock Holding History

World Investment 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 		$570K Sell
8,801
-1,623
-16% -$92.2K 0.01% 904
2026
Q1 		$678K Buy
10,424
+2,423
+30% +$122K 0.01% 854
2025
Q4 		$329K Buy
8,001
+2,150
+37% +$89.7K 0.01% 1139
2025
Q3 		$276K Sell
5,851
-1,121
-16% -$50.7K 0.01% 1025
2025
Q2 		$293K Buy
6,972
+2,060
+42% +$86.1K 0.01% 920
2025
Q1 		$242K Buy
4,912
+306
+7% +$14.9K 0.01% 943
2024
Q4 		$228K Buy
+4,606
New +$233K 0.01% 927

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

World Investment Advisors's OXY Position: Q2 2026 in Review

World Investment Advisors reduced its Occidental Petroleum (OXY) stake by 16% in Q2 2026, selling an estimated $92.2K and leaving 8,801 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #904.

World Investment Advisors first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $678K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • World Investment Advisors held 8,801 shares of Occidental Petroleum worth $570K as of Q2 2026.
  • World Investment Advisors sold 1,623 Occidental Petroleum shares in Q2 2026, an estimated $92.2K.
  • Occidental Petroleum made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #904 holding.
  • World Investment Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Occidental Petroleum position peaked at $678K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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