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Confluence Wealth Services’s Occidental Petroleum OXY Stock Holding History

Confluence Wealth Services’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 		$291K Buy
+5,990
New +$340K 0.01% 404
2025
Q4 		– Sell
-5,185
Closed -$245K – 382
2025
Q3 		$245K Buy
+5,185
New +$234K 0.01% 339
2025
Q1 		– Sell
-4,185
Closed -$211K – 353
2024
Q4 		$211K Sell
4,185
-19
-0.5% -$960 0.01% 320
2024
Q3 		$217K Sell
4,204
-36
-0.8% -$2.05K 0.02% 325
2024
Q2 		$267K Buy
4,240
+36
+0.9% +$2.31K 0.02% 322
2024
Q1 		$273K Hold
4,204
– – 0.02% 282
2023
Q4 		$251K Buy
4,204
+500
+13% +$30.5K 0.03% 260
2023
Q3 		$240K Hold
3,704
– – 0.05% 235
2023
Q2 		$218K Hold
3,704
– – 0.05% 251
2023
Q1 		$231K Hold
3,704
– – 0.05% 240
2022
Q4 		$233K Hold
3,704
– – 0.06% 212
2022
Q3 		$227K Sell
3,704
-105
-3% -$6.72K 0.1% 203
2022
Q2 		$250K Buy
3,809
+100
+3% +$6.14K 0.11% 223
2022
Q1 		$210K Hold
3,709
– – 0.08% 236
2021
Q4 		$107K Buy
+3,709
New +$116K 0.03% 322

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

Confluence Wealth Services's OXY Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Occidental Petroleum (OXY) in Q2 2026: 5,990 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in OXY as recently as Q3 2025.

Confluence Wealth Services first reported a position in OXY in Q4 2021 and has held it in 15 quarters since. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Confluence Wealth Services held 5,990 shares of Occidental Petroleum worth $291K as of Q2 2026.
  • Occidental Petroleum was a new Confluence Wealth Services position in Q2 2026.
  • Occidental Petroleum made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #404 holding.
  • Confluence Wealth Services first reported a position in Occidental Petroleum in Q4 2021 and has held it in 15 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.