AWAU
OXY icon

Alliance Wealth Advisors (Utah)’s Occidental Petroleum OXY Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$265K Sell
5,456
-2,267
-29% -$129K 0.05% 201
2026
Q1 		$502K Sell
7,723
-1,094
-12% -$55K 0.11% 136
2025
Q4 		$363K Sell
8,817
-2,423
-22% -$101K 0.08% 199
2025
Q3 		$531K Buy
11,240
+13
+0.1% +$587 0.12% 171
2025
Q2 		$472K Buy
11,227
+3,432
+44% +$143K 0.11% 170
2025
Q1 		$385K Buy
7,795
+331
+4% +$16.2K 0.1% 187
2024
Q4 		$369K Buy
7,464
+399
+6% +$20.2K 0.1% 195
2024
Q3 		$364K Buy
7,065
+1,380
+24% +$78.7K 0.1% 183
2024
Q2 		$358K Buy
5,685
+241
+4% +$15.5K 0.11% 175
2024
Q1 		$354K Buy
5,444
+2,042
+60% +$122K 0.11% 178
2023
Q4 		$203K Buy
+3,402
New +$208K 0.07% 226

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

Alliance Wealth Advisors (Utah)'s OXY Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Occidental Petroleum (OXY) stake by 29% in Q2 2026, selling an estimated $129K and leaving 5,456 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #201.

Alliance Wealth Advisors (Utah) first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 5,456 shares of Occidental Petroleum worth $265K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 2,267 Occidental Petroleum shares in Q2 2026, an estimated $129K.
  • Occidental Petroleum made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #201 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Alliance Wealth Advisors (Utah)'s Occidental Petroleum position peaked at $531K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.