Activest Wealth Management
OXY icon

Activest Wealth Management’s Occidental Petroleum OXY Stock Holding History

Activest 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
Q3 		$26.9K Buy
487
+18
+4% +$1.03K 0.01% 375
2026
Q2 		$22.8K Sell
469
-24
-5% -$1.36K ﹤0.01% 421
2026
Q1 		$32.1K Sell
493
-257
-34% -$12.9K 0.01% 417
2025
Q4 		$30.8K Buy
750
+305
+69% +$12.7K 0.01% 407
2025
Q3 		$21K Sell
445
-93
-17% -$4.2K ﹤0.01% 374
2025
Q2 		$22.6K Buy
538
+53
+11% +$2.22K 0.01% 304
2025
Q1 		$24K Buy
485
+283
+140% +$13.8K 0.01% 270
2024
Q4 		$10K Buy
+202
New +$10.2K ﹤0.01% 315
2024
Q3 		– Hold
0
– – – 566
2021
Q3 		– Hold
0
– – – 357
2021
Q2 		– Sell
-320
Closed -$8.58K – 318
2021
Q1 		$8K Buy
+320
New +$8K 0.01% 211

Other funds holding OXY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's OXY Position: Q3 2026 in Review

Activest Wealth Management increased its Occidental Petroleum (OXY) stake by 3.8% in Q3 2026, buying an estimated $1.03K and bringing the position to 487 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #375.

Activest Wealth Management first reported a position in OXY in Q1 2021 and has held it in 9 quarters since. The position peaked at $32.1K in Q1 2026. 934 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Activest Wealth Management held 487 shares of Occidental Petroleum worth $26.9K as of Q3 2026.
  • Activest Wealth Management bought 18 Occidental Petroleum shares in Q3 2026, an estimated $1.03K.
  • Occidental Petroleum made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #375 holding.
  • Activest Wealth Management first reported a position in Occidental Petroleum in Q1 2021 and has held it in 9 quarters since.
  • Activest Wealth Management's Occidental Petroleum position peaked at $32.1K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.