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Bernard Wealth Management’s Occidental Petroleum OXY Stock Holding History

Bernard 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 		$11.8K Hold
242
– – ﹤0.01% 223
2026
Q1 		$15.7K Hold
242
– – 0.01% 201
2025
Q4 		$9.95K Hold
242
– – ﹤0.01% 224
2025
Q3 		$11.4K Hold
242
– – ﹤0.01% 212
2025
Q2 		$10.2K Sell
242
-400
-62% -$16.7K ﹤0.01% 213
2025
Q1 		$31.7K Hold
642
– – 0.02% 154
2024
Q4 		$31.7K Buy
+642
New +$32.4K 0.01% 151

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

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

Bernard Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2026 at 242 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Bernard Wealth Management first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bernard Wealth Management held 242 shares of Occidental Petroleum worth $11.8K as of Q2 2026.
  • Bernard Wealth Management left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Bernard Wealth Management first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Occidental Petroleum position peaked at $31.7K in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.