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Aventura Private Wealth’s Occidental Petroleum OXY Stock Holding History

Aventura Private Wealth’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 		$7.58K Hold
156
– – ﹤0.01% 639
2026
Q1 		$10.1K Sell
156
-3
-2% -$151 ﹤0.01% 542
2025
Q4 		$6.53K Buy
159
+28
+21% +$1.17K ﹤0.01% 561
2025
Q3 		$6.19K Buy
131
+1
+0.8% +$45 ﹤0.01% 558
2025
Q2 		$5.47K Sell
130
-305
-70% -$12.7K ﹤0.01% 535
2025
Q1 		$21.4K Buy
435
+306
+237% +$14.9K 0.01% 343
2024
Q4 		$6.37K Buy
+129
New +$6.52K ﹤0.01% 491

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

Aventura Private Wealth's OXY Position: Q2 2026 in Review

Aventura Private Wealth held its Occidental Petroleum (OXY) position steady in Q2 2026 at 156 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Aventura Private Wealth first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.4K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Aventura Private Wealth held 156 shares of Occidental Petroleum worth $7.58K as of Q2 2026.
  • Aventura Private Wealth left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #639 holding.
  • Aventura Private Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Occidental Petroleum position peaked at $21.4K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.