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Dogwood Wealth Management’s Occidental Petroleum OXY Stock Holding History

Dogwood 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 		$5.15K Buy
106
+5
+5% +$284 ﹤0.01% 508
2026
Q1 		$6.57K Buy
101
+91
+910% +$4.58K ﹤0.01% 418
2025
Q4 		$411 Sell
10
-3
-23% -$125 ﹤0.01% 667
2025
Q3 		$614 Sell
13
-27
-68% -$1.22K ﹤0.01% 632
2025
Q2 		$1.83K Sell
40
-3
-7% -$125 ﹤0.01% 568
2025
Q1 		$2.12K Buy
+43
New +$2.1K ﹤0.01% 331
2024
Q3 		– Hold
0
– – – 416
2024
Q2 		– Hold
0
– – – 406
2024
Q1 		– Hold
0
– – – 397
2023
Q4 		– Hold
0
– – – 370

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

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

Dogwood Wealth Management increased its Occidental Petroleum (OXY) stake by 5% in Q2 2026, buying an estimated $284 and bringing the position to 106 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Dogwood Wealth Management first reported a position in OXY in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.57K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Dogwood Wealth Management held 106 shares of Occidental Petroleum worth $5.15K as of Q2 2026.
  • Dogwood Wealth Management bought 5 Occidental Petroleum shares in Q2 2026, an estimated $284.
  • Occidental Petroleum made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Dogwood Wealth Management first reported a position in Occidental Petroleum in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Occidental Petroleum position peaked at $6.57K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.