CCWM
OXY icon

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

Cassaday & 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
Q2 		$13.6K Sell
279
-437
-61% -$24.8K ﹤0.01% 834
2026
Q1 		$46.5K Buy
+716
New +$36K ﹤0.01% 623

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

Cassaday & Co Wealth Management's OXY Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Occidental Petroleum (OXY) stake by 61% in Q2 2026, selling an estimated $24.8K and leaving 279 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Cassaday & Co Wealth Management first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. The position peaked at $46.5K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cassaday & Co Wealth Management held 279 shares of Occidental Petroleum worth $13.6K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 437 Occidental Petroleum shares in Q2 2026, an estimated $24.8K.
  • Occidental Petroleum made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #834 holding.
  • Cassaday & Co Wealth Management first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Occidental Petroleum position peaked at $46.5K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.