Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s Occidental Petroleum OXY Stock Holding History

Bartlett & Co 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
Q3 		$20.4K Buy
367
+66
+22% +$3.77K ﹤0.01% 893
2026
Q2 		$14.7K Buy
301
+84
+39% +$4.77K ﹤0.01% 928
2026
Q1 		$13.1K Buy
217
+29
+15% +$1.46K ﹤0.01% 883
2025
Q4 		$8.15K Sell
188
-1,628
-90% -$67.9K ﹤0.01% 952
2025
Q3 		$86.2K Buy
1,816
+79
+5% +$3.57K ﹤0.01% 584
2025
Q2 		$73.4K Hold
1,737
– – ﹤0.01% 602
2025
Q1 		$86.1K Buy
1,737
+1,635
+1,603% +$79.8K ﹤0.01% 566
2024
Q4 		$5.06K Hold
102
– – ﹤0.01% 972
2024
Q3 		$5.28K Hold
102
– – ﹤0.01% 972
2024
Q2 		$6.46K Sell
102
-28
-22% -$1.8K ﹤0.01% 964
2024
Q1 		$8.48K Hold
130
– – ﹤0.01% 927
2023
Q4 		$7.82K Sell
130
-43
-25% -$2.62K ﹤0.01% 1035
2023
Q3 		$11.3K Hold
173
– – ﹤0.01% 914
2023
Q2 		$10.2K Hold
173
– – ﹤0.01% 924
2023
Q1 		$10.8K Sell
173
-72
-29% -$4.47K ﹤0.01% 812
2022
Q4 		$15.5K Buy
245
+100
+69% +$6.81K ﹤0.01% 767
2022
Q3 		$8.93K Hold
145
– – ﹤0.01% 840
2022
Q2 		$8.58K Buy
145
+43
+42% +$2.64K ﹤0.01% 896
2022
Q1 		$5.8K Buy
+102
New +$4.51K ﹤0.01% 899
2021
Q4 		– Sell
-202
Closed -$5.98K – 730
2021
Q3 		$5.98K Sell
202
-64
-24% -$1.71K ﹤0.01% 752
2021
Q2 		$8.32K Hold
266
– – ﹤0.01% 710
2021
Q1 		$7.08K Buy
266
+102
+62% +$2.55K ﹤0.01% 765
2020
Q4 		$2.84K Buy
164
+32
+24% +$439 ﹤0.01% 873
2020
Q3 		$1.33K Sell
132
-498
-79% -$7.02K ﹤0.01% 799
2020
Q2 		$11.5K Sell
630
-79
-11% -$1.24K ﹤0.01% 664
2020
Q1 		$8.77K Sell
709
-648
-48% -$21.3K ﹤0.01% 673
2019
Q4 		$57K Sell
1,357
-357
-21% -$14.3K ﹤0.01% 506
2019
Q3 		$77.6K Buy
1,714
+1,652
+2,665% +$78.1K ﹤0.01% 430
2019
Q2 		$3.17K Buy
+62
New +$3.49K ﹤0.01% 651

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bartlett & Co Wealth Management's OXY Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its Occidental Petroleum (OXY) stake by 22% in Q3 2026, buying an estimated $3.77K and bringing the position to 367 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Bartlett & Co Wealth Management first reported a position in OXY in Q2 2019 and has held it in 29 quarters since. The position peaked at $86.2K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Bartlett & Co Wealth Management held 367 shares of Occidental Petroleum worth $20.4K as of Q3 2026.
  • Bartlett & Co Wealth Management bought 66 Occidental Petroleum shares in Q3 2026, an estimated $3.77K.
  • Occidental Petroleum made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #893 holding.
  • Bartlett & Co Wealth Management first reported a position in Occidental Petroleum in Q2 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Occidental Petroleum position peaked at $86.2K in Q3 2025.
  • 1,094 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.