CWP
OXY icon

Curated Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Curated Wealth Partners’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 		$231K Buy
4,764
+1,411
+42% +$80.1K 0.03% 217
2026
Q1 		$218K Buy
+3,353
New +$169K 0.03% 203

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 $3.38T AUM 44.17% 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

Curated Wealth Partners's OXY Position: Q2 2026 in Review

Curated Wealth Partners increased its Occidental Petroleum (OXY) stake by 42% in Q2 2026, buying an estimated $80.1K and bringing the position to 4,764 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #217.

Curated Wealth Partners first reported a position in OXY in Q1 2026 and has held it in 2 quarters since. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Curated Wealth Partners held 4,764 shares of Occidental Petroleum worth $231K as of Q2 2026.
  • Curated Wealth Partners bought 1,411 Occidental Petroleum shares in Q2 2026, an estimated $80.1K.
  • Occidental Petroleum made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Curated Wealth Partners first reported a position in Occidental Petroleum in Q1 2026 and has held it in 2 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.