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Badgley Phelps Wealth Managers’s Occidental Petroleum OXY Stock Holding History

Badgley Phelps Wealth Managers’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 		$627K Sell
12,834
-9
-0.1% -$511 0.01% 231
2026
Q1 		$838K Sell
12,843
-220
-2% -$11.1K 0.02% 213
2025
Q4 		$540K Buy
13,063
+2,121
+19% +$88.5K 0.01% 231
2025
Q3 		$520K Sell
10,942
-112
-1% -$5.06K 0.01% 223
2025
Q2 		$467K Buy
11,054
+2
+0% +$84 0.01% 221
2025
Q1 		$548K Buy
11,052
+2
+0% +$98 0.01% 207
2024
Q4 		$548K Buy
11,050
+84
+0.8% +$4.24K 0.01% 203
2024
Q3 		$568K Buy
10,966
+343
+3% +$19.6K 0.01% 199
2024
Q2 		$672K Sell
10,623
-680
-6% -$43.6K 0.02% 185
2024
Q1 		$737K Sell
11,303
-88
-0.8% -$5.26K 0.02% 179
2023
Q4 		$682K Buy
+11,391
New +$695K 0.02% 178

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

Badgley Phelps Wealth Managers's OXY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Occidental Petroleum (OXY) stake by 0.07% in Q2 2026, selling an estimated $511 and leaving 12,834 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #231.

Badgley Phelps Wealth Managers first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $838K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Badgley Phelps Wealth Managers held 12,834 shares of Occidental Petroleum worth $627K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 9 Occidental Petroleum shares in Q2 2026, an estimated $511.
  • Occidental Petroleum made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #231 holding.
  • Badgley Phelps Wealth Managers first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Badgley Phelps Wealth Managers's Occidental Petroleum position peaked at $838K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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