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Abound Wealth Management’s Occidental Petroleum OXY Stock Holding History

Abound Wealth Management’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 		$80 Sell
2
-87
-98% -$4.94K ﹤0.01% 1319
2026
Q1 		$5.76K Sell
89
-6
-6% -$302 ﹤0.01% 700
2025
Q4 		$3.89K Hold
95
– – ﹤0.01% 732
2025
Q3 		$4.47K Buy
95
+1
+1% +$45 ﹤0.01% 669
2025
Q2 		$3.95K Buy
94
+81
+623% +$3.38K ﹤0.01% 632
2025
Q1 		$642 Sell
13
-100
-88% -$4.88K ﹤0.01% 791
2024
Q4 		$5.58K Buy
113
+9
+9% +$455 ﹤0.01% 500
2024
Q3 		$5.36K Sell
104
-9
-8% -$514 ﹤0.01% 534
2024
Q2 		$7.13K Sell
113
-9
-7% -$577 ﹤0.01% 422
2024
Q1 		$7.93K Buy
122
+19
+18% +$1.14K ﹤0.01% 417
2023
Q4 		$6.17K Sell
103
-20
-16% -$1.22K ﹤0.01% 460
2023
Q3 		$7.98K Buy
123
+5
+4% +$315 ﹤0.01% 372
2023
Q2 		$6.94K Buy
118
+13
+12% +$780 ﹤0.01% 411
2023
Q1 		$6.56K Sell
105
-83
-44% -$5.16K ﹤0.01% 347
2022
Q4 		$11.8K Buy
188
+13
+7% +$885 0.01% 243
2022
Q3 		$10.8K Buy
+175
New +$11.2K 0.01% 265

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

Abound Wealth Management's OXY Position: Q2 2026 in Review

Abound Wealth Management reduced its Occidental Petroleum (OXY) stake by 98% in Q2 2026, selling an estimated $4.94K and leaving 2 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Abound Wealth Management first reported a position in OXY in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.8K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Abound Wealth Management held 2 shares of Occidental Petroleum worth $80 as of Q2 2026.
  • Abound Wealth Management sold 87 Occidental Petroleum shares in Q2 2026, an estimated $4.94K.
  • Occidental Petroleum made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1319 holding.
  • Abound Wealth Management first reported a position in Occidental Petroleum in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Occidental Petroleum position peaked at $11.8K in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.