AWA
OXY icon

Arkadios Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Arkadios 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 		$3.07M Buy
63,235
+2,808
+5% +$159K 0.05% 389
2026
Q1 		$3.93M Buy
60,427
+19,244
+47% +$968K 0.06% 316
2025
Q4 		$1.69M Sell
41,183
-3,764
-8% -$157K 0.03% 507
2025
Q3 		$2.12M Buy
44,947
+4,055
+10% +$183K 0.05% 379
2025
Q2 		$1.72M Buy
40,892
+2,424
+6% +$101K 0.05% 385
2025
Q1 		$1.9M Buy
38,468
+6,149
+19% +$300K 0.07% 296
2024
Q4 		$1.6M Buy
32,319
+2,656
+9% +$134K 0.09% 225
2024
Q3 		$1.53M Sell
29,663
-9,767
-25% -$557K 0.09% 234
2024
Q2 		$2.49M Buy
39,430
+24,911
+172% +$1.6M 0.17% 132
2024
Q1 		$944K Buy
14,519
+98
+0.7% +$5.85K 0.07% 248
2023
Q4 		$861K Sell
14,421
-1,441
-9% -$87.9K 0.07% 250
2023
Q3 		$1.03M Buy
15,862
+12,242
+338% +$770K 0.1% 204
2023
Q2 		$213K Sell
3,620
-248
-6% -$14.9K 0.02% 565
2023
Q1 		$241K Buy
3,868
+213
+6% +$13.2K 0.03% 505
2022
Q4 		$230K Buy
+3,655
New +$249K 0.03% 476
2021
Q4 		– Sell
-1,759
Closed -$52K – 1396
2021
Q3 		$52K Buy
1,759
+724
+70% +$19.3K 0.01% 864
2021
Q2 		$32K Buy
1,035
+721
+230% +$19.3K ﹤0.01% 1099
2021
Q1 		$8K Buy
314
+39
+14% +$976 ﹤0.01% 1254
2020
Q4 		$4K Sell
275
-324
-54% -$4.44K ﹤0.01% 1161
2020
Q3 		$6.04K Buy
599
+143
+31% +$2.02K ﹤0.01% 823
2020
Q2 		$7.61K Sell
456
-4,380
-91% -$69K ﹤0.01% 719
2020
Q1 		$56K Buy
4,836
+101
+2% +$3.32K 0.04% 322
2019
Q4 		$199K Buy
+4,735
New +$190K 0.12% 153

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

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

Arkadios Wealth Advisors increased its Occidental Petroleum (OXY) stake by 4.6% in Q2 2026, buying an estimated $159K and bringing the position to 63,235 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #389.

Arkadios Wealth Advisors first reported a position in OXY in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.93M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Arkadios Wealth Advisors held 63,235 shares of Occidental Petroleum worth $3.07M as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,808 Occidental Petroleum shares in Q2 2026, an estimated $159K.
  • Occidental Petroleum made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • Arkadios Wealth Advisors first reported a position in Occidental Petroleum in Q4 2019 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Occidental Petroleum position peaked at $3.93M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.