Concord Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Concord Wealth Partners’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	$31.7K	Buy	+653	New	+$37.1K	﹤0.01%	427
2026 Q1	–	Sell	-653	Closed	-$26.9K	–	616
2025 Q4	$26.9K	Hold	653	–	–	﹤0.01%	405
2025 Q3	$30.9K	Hold	653	–	–	﹤0.01%	405
2025 Q2	$27.4K	Hold	653	–	–	﹤0.01%	425
2025 Q1	$32.2K	Hold	653	–	–	0.01%	381
2024 Q4	$32.3K	Hold	653	–	–	0.01%	394
2024 Q3	$33.7K	Hold	653	–	–	0.01%	392
2024 Q2	$41.2K	Hold	653	–	–	0.01%	333
2024 Q1	$42.4K	Hold	653	–	–	0.01%	379
2023 Q4	$39K	Sell	653 -189	-22%	-$11.5K	0.01%	387
2023 Q3	$54.6K	Hold	842	–	–	0.01%	367
2023 Q2	$49.5K	Hold	842	–	–	0.01%	368
2023 Q1	$52.6K	Sell	842 -37	-4%	-$2.3K	0.01%	342
2022 Q4	$55.4K	Buy	+879	New	+$59.9K	0.02%	362
2022 Q3	–	Sell	-879	Closed	-$52K	–	822
2022 Q2	$52K	Hold	879	–	–	0.01%	368
2022 Q1	$50K	Sell	879 -201	-19%	-$8.89K	0.01%	441
2021 Q4	$31K	Buy	1,080 +354	+49%	+$11.1K	0.01%	551
2021 Q3	$21K	Sell	726 -153	-17%	-$4.08K	0.01%	368
2021 Q2	$27K	Buy	879 +131	+18%	+$3.51K	0.01%	444
2021 Q1	$20K	Buy	748 +248	+50%	+$6.2K	0.01%	477
2020 Q4	$9K	Buy	+500	New	+$6.86K	0.01%	368

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

Concord Wealth Partners's OXY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Occidental Petroleum (OXY) in Q2 2026: 653 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in OXY as recently as Q4 2025.

Concord Wealth Partners first reported a position in OXY in Q4 2020 and has held it in 21 quarters since. The position peaked at $55.4K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Concord Wealth Partners held 653 shares of Occidental Petroleum worth $31.7K as of Q2 2026.
Occidental Petroleum was a new Concord Wealth Partners position in Q2 2026.
Occidental Petroleum made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #427 holding.
Concord Wealth Partners first reported a position in Occidental Petroleum in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Occidental Petroleum position peaked at $55.4K in Q4 2022.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.