BTWM
OXY icon

Baker Tilly Wealth Management’s Occidental Petroleum OXY Stock Holding History

Baker Tilly 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 		– Sell
-3,515
Closed -$228K – 304
2026
Q1 		$228K Buy
+3,515
New +$177K 0.06% 253
2025
Q4 		– Sell
-4,345
Closed -$205K – 291
2025
Q3 		$205K Buy
+4,345
New +$196K 0.05% 266
2024
Q3 		– Sell
-3,355
Closed -$211K – 273
2024
Q2 		$211K Sell
3,355
-16,154
-83% -$1.04M 0.09% 262
2024
Q1 		$1.27M Buy
19,509
+6,124
+46% +$366K 0.23% 100
2023
Q4 		$799K Buy
+13,385
New +$817K 0.13% 173
2023
Q1 		– Sell
-6,277
Closed -$395K – 567
2022
Q4 		$395K Sell
6,277
-248
-4% -$16.9K 0.05% 385
2022
Q3 		$401K Buy
+6,525
New +$418K 0.05% 347
2022
Q1 		– Sell
-1,388
Closed -$40K – 553
2021
Q4 		$40K Buy
+1,388
New +$43.6K ﹤0.01% 525

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

Baker Tilly Wealth Management's OXY Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,515 shares — an estimated $228K sold.

Baker Tilly Wealth Management first reported a position in OXY in Q4 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,515 Occidental Petroleum shares in Q2 2026, an estimated $228K.
  • Baker Tilly Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 8 quarters.
  • Baker Tilly Wealth Management's Occidental Petroleum position peaked at $1.27M in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.