Corient Private Wealth
OXY icon

Corient Private Wealth’s Occidental Petroleum OXY Stock Holding History

Corient 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 		$10.4M Buy
214,439
+49,523
+30% +$2.81M 0.01% 631
2026
Q1 		$10.6M Sell
164,916
-5,104
-3% -$257K 0.02% 604
2025
Q4 		$6.99M Sell
170,020
-11,005
-6% -$459K 0.01% 661
2025
Q3 		$8.56M Buy
181,025
+815
+0.5% +$36.8K 0.01% 553
2025
Q2 		$7.57M Buy
180,210
+844
+0.5% +$35.3K 0.01% 587
2025
Q1 		$8.86M Sell
179,366
-6,542
-4% -$319K 0.01% 543
2024
Q4 		$9.19M Sell
185,908
-112,334
-38% -$5.67M 0.02% 534
2024
Q3 		$15.4M Sell
298,242
-35,333
-11% -$2.02M 0.02% 463
2024
Q2 		$21M Sell
333,575
-1,452
-0.4% -$93.1K 0.04% 379
2024
Q1 		$21.6M Sell
335,027
-58,323
-15% -$3.48M 0.04% 374
2023
Q4 		$23.5M Buy
393,350
+68,587
+21% +$4.19M 0.04% 351
2023
Q3 		$21.1M Sell
324,763
-72,841
-18% -$4.58M 0.05% 336
2023
Q2 		$23.4M Sell
397,604
-18,955
-5% -$1.14M 0.05% 307
2023
Q1 		$26M Buy
416,559
+129,910
+45% +$8.07M 0.07% 266
2022
Q4 		$18.1M Buy
+286,649
New +$19.5M 0.07% 280

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

Corient Private Wealth's OXY Position: Q2 2026 in Review

Corient Private Wealth increased its Occidental Petroleum (OXY) stake by 30% in Q2 2026, buying an estimated $2.81M and bringing the position to 214,439 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #631.

Corient Private Wealth first reported a position in OXY in Q4 2022 and has held it in 15 quarters since. The position peaked at $26M in Q1 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Corient Private Wealth held 214,439 shares of Occidental Petroleum worth $10.4M as of Q2 2026.
  • Corient Private Wealth bought 49,523 Occidental Petroleum shares in Q2 2026, an estimated $2.81M.
  • Occidental Petroleum made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #631 holding.
  • Corient Private Wealth first reported a position in Occidental Petroleum in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Occidental Petroleum position peaked at $26M in Q1 2023.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.