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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
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

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

Cornerstone Wealth Management's OXY Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Occidental Petroleum (OXY) stake by 11% in Q2 2026, buying an estimated $56.4K and bringing the position to 9,888 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #501.

Cornerstone Wealth Management first reported a position in OXY in Q1 2019 and has held it in 9 quarters since. The position peaked at $578K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Cornerstone Wealth Management held 9,888 shares of Occidental Petroleum worth $480K as of Q2 2026.
  • Cornerstone Wealth Management bought 994 Occidental Petroleum shares in Q2 2026, an estimated $56.4K.
  • Occidental Petroleum made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Cornerstone Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and has held it in 9 quarters since.
  • Cornerstone Wealth Management's Occidental Petroleum position peaked at $578K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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