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XML Financial’s Occidental Petroleum OXY Stock Holding History

XML Financial’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
-4,375
Closed -$284K – 461
2026
Q1 		$284K Sell
4,375
-1,135
-21% -$57.1K 0.02% 349
2025
Q4 		$227K Sell
5,510
-3,815
-41% -$159K 0.02% 388
2025
Q3 		$441K Sell
9,325
-2,003
-18% -$90.5K 0.04% 270
2025
Q2 		$476K Sell
11,328
-1,265
-10% -$52.9K 0.04% 244
2025
Q1 		$622K Buy
12,593
+491
+4% +$24K 0.06% 206
2024
Q4 		$598K Sell
12,102
-10,645
-47% -$538K 0.05% 210
2024
Q3 		$1.17M Buy
22,747
+4,636
+26% +$265K 0.11% 156
2024
Q2 		$1.14M Sell
18,111
-2,245
-11% -$144K 0.11% 153
2024
Q1 		$1.32M Buy
20,356
+215
+1% +$12.8K 0.14% 143
2023
Q4 		$1.2M Buy
20,141
+5,390
+37% +$329K 0.13% 144
2023
Q3 		$957K Sell
14,751
-60
-0.4% -$3.77K 0.11% 159
2023
Q2 		$871K Buy
14,811
+7,330
+98% +$440K 0.1% 172
2023
Q1 		$467K Buy
7,481
+2,413
+48% +$150K 0.06% 212
2022
Q4 		$319K Buy
+5,068
New +$345K 0.04% 250

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

XML Financial's OXY Position: Q2 2026 in Review

XML Financial sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4,375 shares — an estimated $284K sold.

XML Financial first reported a position in OXY in Q4 2022 and held it in 14 quarters. The position peaked at $1.32M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • XML Financial reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • XML Financial sold 4,375 Occidental Petroleum shares in Q2 2026, an estimated $284K.
  • XML Financial first reported a position in Occidental Petroleum in Q4 2022 and held it in 14 quarters.
  • XML Financial's Occidental Petroleum position peaked at $1.32M in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.