Oakmark股票和收益基金增加ELV并退出PSX

2026-07-24 23:39

Oakmark Equity and Income Fund (OAKBX) returned 4.20% in Q2 2026, underperforming its 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index benchmark, which returned 9.31%. The fund’s equity portfolio gained 6.84%, while the fixed income portfolio rose 1.13% during the quarter. The fund held 60.1% in equities, 38.9% in fixed income, and 1.0% in cash at quarter-end.
In Q2 2026, the fund initiated a new position in Elevance Health (NYSE: ELV).
The fund completely exited Phillips 66 (NYSE: PSX).
Source.

More on Oakmark Equity and Income Fund; Investor, Elevance Health, etc.