CreativeOne Wealth’s Occidental Petroleum OXY Stock Holding History

CreativeOne 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	$626K	Sell	12,886 -33,610	-72%	-$1.91M	0.01%	726
2026 Q1	$3.02M	Sell	46,496 -5,824	-11%	-$293K	0.07%	264
2025 Q4	$2.15M	Sell	52,320 -9,429	-15%	-$393K	0.05%	323
2025 Q3	$2.92M	Buy	61,749 +2,557	+4%	+$116K	0.07%	257
2025 Q2	$2.49M	Buy	59,192 +7,704	+15%	+$322K	0.07%	284
2025 Q1	$2.54M	Buy	+51,488	New	+$2.51M	0.08%	252
2023 Q2	–	Sell	-5,793	Closed	-$361K	–	875
2023 Q1	$361K	Buy	+5,793	New	+$360K	0.02%	564

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CreativeOne Wealth's OXY Position: Q2 2026 in Review

CreativeOne Wealth reduced its Occidental Petroleum (OXY) stake by 72% in Q2 2026, selling an estimated $1.91M and leaving 12,886 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #726.

CreativeOne Wealth first reported a position in OXY in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.02M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

CreativeOne Wealth held 12,886 shares of Occidental Petroleum worth $626K as of Q2 2026.
CreativeOne Wealth sold 33,610 Occidental Petroleum shares in Q2 2026, an estimated $1.91M.
Occidental Petroleum made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #726 holding.
CreativeOne Wealth first reported a position in Occidental Petroleum in Q1 2023 and has held it in 7 quarters since.
CreativeOne Wealth's Occidental Petroleum position peaked at $3.02M in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.