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BCS Wealth Management’s Occidental Petroleum OXY Stock Holding History

BCS 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
-3,862
Closed -$251K – 272
2026
Q1 		$251K Sell
3,862
-3,830
-50% -$193K 0.05% 225
2025
Q4 		$316K Buy
+7,692
New +$321K 0.03% 284
2024
Q2 		– Sell
-3,517
Closed -$229K – 197
2024
Q1 		$229K Buy
+3,517
New +$210K 0.07% 218
2023
Q4 		– Sell
-3,205
Closed -$208K – 222
2023
Q3 		$208K Buy
+3,205
New +$202K 0.09% 189

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

BCS Wealth Management's OXY Position: Q2 2026 in Review

BCS Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 3,862 shares — an estimated $251K sold.

BCS Wealth Management first reported a position in OXY in Q3 2023 and held it in 4 quarters. The position peaked at $316K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • BCS Wealth Management reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • BCS Wealth Management sold 3,862 Occidental Petroleum shares in Q2 2026, an estimated $251K.
  • BCS Wealth Management first reported a position in Occidental Petroleum in Q3 2023 and held it in 4 quarters.
  • BCS Wealth Management's Occidental Petroleum position peaked at $316K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.