Daymark Wealth Partners
OXY icon

Daymark Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Daymark 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
Q3 		$1.36M Buy
24,579
+5,226
+27% +$299K 0.03% 315
2026
Q2 		$940K Buy
19,353
+8,960
+86% +$509K 0.02% 348
2026
Q1 		$676K Buy
+10,393
New +$523K 0.02% 357
2025
Q4 		– Sell
-5,623
Closed -$266K – 623
2025
Q3 		$266K Buy
+5,623
New +$254K 0.01% 514
2025
Q2 		– Sell
-4,348
Closed -$215K – 569
2025
Q1 		$215K Buy
+4,348
New +$212K 0.01% 477

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daymark Wealth Partners's OXY Position: Q3 2026 in Review

Daymark Wealth Partners increased its Occidental Petroleum (OXY) stake by 27% in Q3 2026, buying an estimated $299K and bringing the position to 24,579 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #315.

Daymark Wealth Partners first reported a position in OXY in Q1 2025 and has held it in 5 quarters since. 1,094 funds tracked by Wall St. Rank hold OXY as of Q3 2026.

  • Daymark Wealth Partners held 24,579 shares of Occidental Petroleum worth $1.36M as of Q3 2026.
  • Daymark Wealth Partners bought 5,226 Occidental Petroleum shares in Q3 2026, an estimated $299K.
  • Occidental Petroleum made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #315 holding.
  • Daymark Wealth Partners first reported a position in Occidental Petroleum in Q1 2025 and has held it in 5 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2026.

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