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Aaron Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Aaron Wealth 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 		$435K Buy
8,948
+486
+6% +$27.6K 0.02% 464
2026
Q1 		$550K Buy
8,462
+656
+8% +$33K 0.03% 372
2025
Q4 		$321K Sell
7,806
-786
-9% -$32.8K 0.02% 552
2025
Q3 		$406K Buy
8,592
+1,576
+22% +$71.2K 0.02% 460
2025
Q2 		$295K Buy
7,016
+353
+5% +$14.8K 0.03% 361
2025
Q1 		$329K Buy
6,663
+310
+5% +$15.1K 0.04% 308
2024
Q4 		$314K Buy
6,353
+1,000
+19% +$50.5K 0.04% 309
2024
Q3 		$276K Buy
5,353
+953
+22% +$54.4K 0.03% 322
2024
Q2 		$277K Sell
4,400
-396
-8% -$25.4K 0.04% 252
2024
Q1 		$312K Buy
4,796
+742
+18% +$44.3K 0.04% 217
2023
Q4 		$242K Buy
4,054
+100
+3% +$6.1K 0.04% 212
2023
Q3 		$257K Buy
3,954
+98
+3% +$6.17K 0.03% 217
2023
Q2 		$227K Sell
3,856
-144
-4% -$8.64K 0.03% 232
2023
Q1 		$250K Buy
4,000
+379
+10% +$23.5K 0.03% 218
2022
Q4 		$228K Buy
+3,621
New +$247K 0.03% 222
2022
Q2 		– Sell
-934
Closed -$53K – 649
2022
Q1 		$53K Buy
+934
New +$41.3K 0.01% 415

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

Aaron Wealth Advisors's OXY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Occidental Petroleum (OXY) stake by 5.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 8,948 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #464.

Aaron Wealth Advisors first reported a position in OXY in Q1 2022 and has held it in 16 quarters since. The position peaked at $550K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Aaron Wealth Advisors held 8,948 shares of Occidental Petroleum worth $435K as of Q2 2026.
  • Aaron Wealth Advisors bought 486 Occidental Petroleum shares in Q2 2026, an estimated $27.6K.
  • Occidental Petroleum made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #464 holding.
  • Aaron Wealth Advisors first reported a position in Occidental Petroleum in Q1 2022 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's Occidental Petroleum position peaked at $550K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.