Diversify Wealth Management’s Occidental Petroleum OXY Stock Holding History

Diversify 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	$1.23M	Sell	22,461 -4,070	-15%	-$231K	0.02%	558
2026 Q1	$1.61M	Buy	26,531 +13,826	+109%	+$695K	0.03%	441
2025 Q4	$550K	Buy	12,705 +3	+0%	+$125	0.03%	419
2025 Q3	$520K	Sell	12,702 -28	-0.2%	-$1.26K	0.03%	373
2025 Q2	$562K	Buy	12,730 +327	+3%	+$13.7K	0.03%	354
2025 Q1	$500K	Buy	12,403 +231	+2%	+$11.3K	0.04%	361
2024 Q4	$624K	Buy	12,172 +19	+0.2%	+$960	0.05%	309
2024 Q3	$624K	Buy	12,153 +884	+8%	+$50.4K	0.06%	274
2024 Q2	$633K	Buy	+11,269	New	+$723K	0.08%	223

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

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

Diversify Wealth Management reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $231K and leaving 22,461 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #558.

Diversify Wealth Management first reported a position in OXY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Diversify Wealth Management held 22,461 shares of Occidental Petroleum worth $1.23M as of Q2 2026.
Diversify Wealth Management sold 4,070 Occidental Petroleum shares in Q2 2026, an estimated $231K.
Occidental Petroleum made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #558 holding.
Diversify Wealth Management first reported a position in Occidental Petroleum in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Occidental Petroleum position peaked at $1.61M in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.