CWM
OXY icon

Congress Wealth Management’s Occidental Petroleum OXY Stock Holding History

Congress 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
2025
Q2 		$572K Buy
13,609
+1,851
+16% +$77.4K 0.01% 877
2025
Q1 		$575K Buy
+11,758
New +$574K 0.01% 773
2022
Q1 		– Sell
-31,746
Closed -$921K – 629
2021
Q4 		$921K Buy
+31,746
New +$996K 0.02% 381

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's OXY Position: Q2 2025 in Review

Congress Wealth Management increased its Occidental Petroleum (OXY) stake by 16% in Q2 2025, buying an estimated $77.4K and bringing the position to 13,609 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #877.

Congress Wealth Management first reported a position in OXY in Q4 2021 and has held it in 3 quarters since. The position peaked at $921K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold OXY as of Q2 2025.

  • Congress Wealth Management held 13,609 shares of Occidental Petroleum worth $572K as of Q2 2025.
  • Congress Wealth Management bought 1,851 Occidental Petroleum shares in Q2 2025, an estimated $77.4K.
  • Occidental Petroleum made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #877 holding.
  • Congress Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and has held it in 3 quarters since.
  • Congress Wealth Management's Occidental Petroleum position peaked at $921K in Q4 2021.
  • 1,135 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.