BOK Financial Private Wealth’s Occidental Petroleum OXY Stock Holding History

BOK Financial Private Wealth’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	$45.8K	Buy	937 +37	+4%	+$2.1K	﹤0.01%	293
2026 Q1	$58.7K	Buy	900 +100	+13%	+$5.03K	﹤0.01%	253
2025 Q4	$33.1K	Hold	800	–	–	﹤0.01%	321
2025 Q3	$38K	Hold	800	–	–	﹤0.01%	269
2025 Q2	$33.8K	Hold	800	–	–	﹤0.01%	276
2025 Q1	$39.8K	Sell	800 -20	-2%	-$976	﹤0.01%	279
2024 Q4	$40.7K	Buy	820 +20	+3%	+$1.01K	﹤0.01%	275
2024 Q3	$41.4K	Buy	800 +600	+300%	+$34.2K	﹤0.01%	279
2024 Q2	$12.7K	Hold	200	–	–	﹤0.01%	360
2024 Q1	$13K	Hold	200	–	–	﹤0.01%	350
2023 Q4	$12K	Hold	200	–	–	﹤0.01%	354
2023 Q3	$13K	Hold	200	–	–	﹤0.01%	312
2023 Q2	$11.8K	Hold	200	–	–	﹤0.01%	311
2023 Q1	$12.5K	Buy	+200	New	+$12.4K	﹤0.01%	334

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BOK Financial Private Wealth's OXY Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Occidental Petroleum (OXY) stake by 4.1% in Q2 2026, buying an estimated $2.1K and bringing the position to 937 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

BOK Financial Private Wealth first reported a position in OXY in Q1 2023 and has held it in 14 quarters since. The position peaked at $58.7K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

BOK Financial Private Wealth held 937 shares of Occidental Petroleum worth $45.8K as of Q2 2026.
BOK Financial Private Wealth bought 37 Occidental Petroleum shares in Q2 2026, an estimated $2.1K.
Occidental Petroleum made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #293 holding.
BOK Financial Private Wealth first reported a position in Occidental Petroleum in Q1 2023 and has held it in 14 quarters since.
BOK Financial Private Wealth's Occidental Petroleum position peaked at $58.7K in Q1 2026.
1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.