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Avion Wealth’s Occidental Petroleum OXY Stock Holding History

Avion 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 		$18K Buy
384
+34
+10% +$1.93K ﹤0.01% 410
2026
Q1 		$22K Sell
350
-268
-43% -$13.5K ﹤0.01% 319
2025
Q4 		$25K Sell
618
-169
-21% -$7.05K 0.01% 301
2025
Q3 		$37K Sell
787
-25
-3% -$1.13K 0.01% 251
2025
Q2 		$34K Buy
812
+187
+30% +$7.82K 0.01% 243
2025
Q1 		$30K Hold
625
– – 0.01% 247
2024
Q4 		$30K Buy
625
+23
+4% +$1.16K 0.01% 247
2024
Q3 		$31K Buy
602
+232
+63% +$13.2K 0.01% 212
2024
Q2 		$23K Buy
370
+8
+2% +$513 0.01% 227
2024
Q1 		$24K Buy
362
+119
+49% +$7.11K 0.01% 212
2023
Q4 		$15K Sell
243
-2
-0.8% -$122 ﹤0.01% 238
2023
Q3 		$15K Sell
245
-2,049
-89% -$129K ﹤0.01% 236
2023
Q2 		$134K Buy
2,294
+108
+5% +$6.48K 0.04% 91
2023
Q1 		$137K Sell
2,186
-100
-4% -$6.21K 0.04% 86
2022
Q4 		$140K Hold
2,286
– – 0.04% 82
2022
Q3 		$140K Buy
2,286
+100
+5% +$6.4K 0.04% 82
2022
Q2 		$129K Buy
2,186
+2,000
+1,075% +$123K 0.04% 80
2022
Q1 		$11K Hold
186
– – ﹤0.01% 225
2021
Q4 		$5K Hold
186
– – ﹤0.01% 288
2021
Q3 		$6K Hold
186
– – ﹤0.01% 271
2021
Q2 		$6K Hold
186
– – ﹤0.01% 260
2021
Q1 		$5K Hold
186
– – ﹤0.01% 264
2020
Q4 		$3K Sell
186
-45
-19% -$617 ﹤0.01% 298
2020
Q3 		$2K Hold
231
– – ﹤0.01% 276
2020
Q2 		$4K Buy
231
+161
+230% +$2.54K ﹤0.01% 217
2020
Q1 		$1K Buy
+70
New +$2.3K ﹤0.01% 287

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

Avion Wealth's OXY Position: Q2 2026 in Review

Avion Wealth increased its Occidental Petroleum (OXY) stake by 9.7% in Q2 2026, buying an estimated $1.93K and bringing the position to 384 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Avion Wealth first reported a position in OXY in Q1 2020 and has held it in 26 quarters since. The position peaked at $140K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Avion Wealth held 384 shares of Occidental Petroleum worth $18K as of Q2 2026.
  • Avion Wealth bought 34 Occidental Petroleum shares in Q2 2026, an estimated $1.93K.
  • Occidental Petroleum made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #410 holding.
  • Avion Wealth first reported a position in Occidental Petroleum in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Occidental Petroleum position peaked at $140K in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.