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Aprio Wealth Management’s Occidental Petroleum OXY Stock Holding History

Aprio 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 		$219K Buy
4,517
+304
+7% +$17.3K 0.01% 603
2026
Q1 		$274K Buy
+4,213
New +$212K 0.02% 509
2025
Q4 		– Sell
-9,523
Closed -$450K – 556
2025
Q3 		$450K Buy
9,523
+1,827
+24% +$82.6K 0.04% 242
2025
Q2 		$323K Buy
+7,696
New +$322K 0.04% 268

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

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

Aprio Wealth Management increased its Occidental Petroleum (OXY) stake by 7.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,517 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #603.

Aprio Wealth Management first reported a position in OXY in Q2 2025 and has held it in 4 quarters since. The position peaked at $450K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Aprio Wealth Management held 4,517 shares of Occidental Petroleum worth $219K as of Q2 2026.
  • Aprio Wealth Management bought 304 Occidental Petroleum shares in Q2 2026, an estimated $17.3K.
  • Occidental Petroleum made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Aprio Wealth Management first reported a position in Occidental Petroleum in Q2 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Occidental Petroleum position peaked at $450K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.