Wright Investors Service’s Occidental Petroleum OXY Stock Holding History

Wright Investors Service’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	11,733 -69	-0.6%	-$3.92K	0.16%	115
2026 Q1	$767K	Sell	11,802 -356	-3%	-$17.9K	0.24%	94
2025 Q4	$500K	Sell	12,158 -33	-0.3%	-$1.38K	0.15%	116
2025 Q3	$576K	Sell	12,191 -837	-6%	-$37.8K	0.17%	110
2025 Q2	$547K	Buy	13,028 +62	+0.5%	+$2.59K	0.17%	109
2025 Q1	$640K	Buy	+12,966	New	+$633K	0.21%	92
2015 Q1	–	Sell	-2,930	Closed	-$236K	–	216
2014 Q4	$236K	Sell	2,930 -879	-23%	-$72.9K	0.12%	193
2014 Q3	$351K	Buy	3,809 +1,040	+38%	+$99.8K	0.17%	159
2014 Q2	$272K	Buy	+2,769	New	+$260K	0.12%	181

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

Wright Investors Service's OXY Position: Q2 2026 in Review

Wright Investors Service reduced its Occidental Petroleum (OXY) stake by 0.58% in Q2 2026, selling an estimated $3.92K and leaving 11,733 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #115.

Wright Investors Service first reported a position in OXY in Q2 2014 and has held it in 9 quarters since. The position peaked at $767K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Wright Investors Service held 11,733 shares of Occidental Petroleum worth $570K as of Q2 2026.
Wright Investors Service sold 69 Occidental Petroleum shares in Q2 2026, an estimated $3.92K.
Occidental Petroleum made up 0.16% of Wright Investors Service's portfolio in Q2 2026, its #115 holding.
Wright Investors Service first reported a position in Occidental Petroleum in Q2 2014 and has held it in 9 quarters since.
Wright Investors Service's Occidental Petroleum position peaked at $767K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.