Cornerstone Wealth Management’s Occidental Petroleum OXY Stock Holding History

Cornerstone 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 Q3	$550K	Buy	9,940 +52	+0.5%	+$2.97K	0.02%	465
2026 Q2	$480K	Buy	9,888 +994	+11%	+$56.4K	0.02%	501
2026 Q1	$578K	Buy	8,894 +163	+2%	+$8.2K	0.03%	412
2025 Q4	$359K	Sell	8,731 -42	-0.5%	-$1.75K	0.02%	502
2025 Q3	$415K	Buy	8,773 +892	+11%	+$40.3K	0.02%	462
2025 Q2	$331K	Sell	7,881 -297	-4%	-$12.4K	0.02%	490
2025 Q1	$404K	Buy	8,178 +1,968	+32%	+$96.1K	0.03%	416
2024 Q4	$307K	Buy	6,210 +1,205	+24%	+$60.9K	0.02%	461
2024 Q3	$258K	Buy	+5,005	New	+$286K	0.02%	489
2019 Q2	–	Sell	-2,293	Closed	-$363K	–	466
2019 Q1	$363K	Buy	+2,293	New	+$151K	0.04%	338

Other funds holding OXY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cornerstone Wealth Management's OXY Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Occidental Petroleum (OXY) stake by 0.53% in Q3 2026, buying an estimated $2.97K and bringing the position to 9,940 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #465.

Cornerstone Wealth Management first reported a position in OXY in Q1 2019 and has held it in 10 quarters since. The position peaked at $578K in Q1 2026. 803 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

Cornerstone Wealth Management held 9,940 shares of Occidental Petroleum worth $550K as of Q3 2026.
Cornerstone Wealth Management bought 52 Occidental Petroleum shares in Q3 2026, an estimated $2.97K.
Occidental Petroleum made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #465 holding.
Cornerstone Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and has held it in 10 quarters since.
Cornerstone Wealth Management's Occidental Petroleum position peaked at $578K in Q1 2026.
803 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.