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Bogart Wealth LLC’s Occidental Petroleum OXY Stock Holding History

Bogart Wealth LLC’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 		$385K Sell
7,925
-2
-0% -$114 0.01% 207
2026
Q1 		$515K Buy
7,927
+5
+0.1% +$251 0.02% 173
2025
Q4 		$326K Hold
7,922
– – 0.01% 199
2025
Q3 		$374K Sell
7,922
-3
-0% -$136 0.02% 184
2025
Q2 		$333K Buy
7,925
+7,910
+52,733% +$331K 0.01% 188
2025
Q1 		$762 Hold
15
– – ﹤0.01% 1211
2024
Q4 		$759 Sell
15
-100
-87% -$5.05K ﹤0.01% 1235
2024
Q3 		$5.94K Sell
115
-681
-86% -$38.9K ﹤0.01% 798
2024
Q2 		$50.2K Buy
796
+481
+153% +$30.8K ﹤0.01% 407
2024
Q1 		$20.5K Hold
315
– – ﹤0.01% 512
2023
Q4 		$18.8K Buy
315
+200
+174% +$12.2K ﹤0.01% 515
2023
Q3 		$7.47K Sell
115
-40
-26% -$2.52K ﹤0.01% 650
2023
Q2 		$9.12K Sell
155
-460
-75% -$27.6K ﹤0.01% 603
2023
Q1 		$38.4K Buy
615
+500
+435% +$31.1K ﹤0.01% 358
2022
Q4 		$7.24K Hold
115
– – ﹤0.01% 604
2022
Q3 		$7K Sell
115
-394
-77% -$25.2K ﹤0.01% 639
2022
Q2 		$30K Buy
509
+395
+346% +$24.3K ﹤0.01% 366
2022
Q1 		$7K Sell
114
-101
-47% -$4.47K ﹤0.01% 541
2021
Q4 		$6K Sell
215
-596
-73% -$18.7K ﹤0.01% 541
2021
Q3 		$24K Buy
811
+1
+0.1% +$27 ﹤0.01% 336
2021
Q2 		$25K Sell
810
-201
-20% -$5.39K ﹤0.01% 316
2021
Q1 		$27K Sell
1,011
-3
-0.3% -$75 ﹤0.01% 288
2020
Q4 		$17K Hold
1,014
– – ﹤0.01% 280
2020
Q3 		$10K Sell
1,014
-1
-0.1% -$14 ﹤0.01% 299
2020
Q2 		$19K Buy
1,015
+1
+0.1% +$16 ﹤0.01% 239
2020
Q1 		$12K Buy
+1,014
New +$33.3K ﹤0.01% 252
2019
Q4 		– Sell
-2,100
Closed -$93K – 402
2019
Q3 		$93K Buy
+2,100
New +$99.3K 0.05% 129

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's OXY Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Occidental Petroleum (OXY) stake by 0.03% in Q2 2026, selling an estimated $114 and leaving 7,925 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #207.

Bogart Wealth LLC first reported a position in OXY in Q3 2019 and has held it in 27 quarters since. The position peaked at $515K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Bogart Wealth LLC held 7,925 shares of Occidental Petroleum worth $385K as of Q2 2026.
  • Bogart Wealth LLC sold 2 Occidental Petroleum shares in Q2 2026, an estimated $114.
  • Occidental Petroleum made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #207 holding.
  • Bogart Wealth LLC first reported a position in Occidental Petroleum in Q3 2019 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Occidental Petroleum position peaked at $515K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.