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Evoke Wealth’s Occidental Petroleum OXY Stock Holding History

Evoke 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 		– Sell
-7,630
Closed -$498K – 461
2026
Q1 		$498K Buy
+7,630
New +$384K 0.01% 405
2022
Q4 		– Sell
-211
Closed -$13K – 899
2022
Q3 		$13K Sell
211
-7
-3% -$448 ﹤0.01% 713
2022
Q2 		$13K Buy
218
+8
+4% +$491 ﹤0.01% 734
2022
Q1 		$12K Buy
210
+122
+139% +$5.39K ﹤0.01% 735
2021
Q4 		$3K Hold
88
– – ﹤0.01% 999
2021
Q3 		$2K Hold
88
– – ﹤0.01% 1020
2021
Q2 		$3K Sell
88
-109
-55% -$2.92K ﹤0.01% 997
2021
Q1 		$5K Sell
197
-8,874
-98% -$222K ﹤0.01% 856
2020
Q4 		$157K Sell
9,071
-63
-0.7% -$864 0.01% 254
2020
Q3 		$92K Sell
9,134
-43
-0.5% -$606 0.01% 296
2020
Q2 		$168K Sell
9,177
-5,886
-39% -$92.7K 0.02% 213
2020
Q1 		$180K Sell
15,063
-14,064
-48% -$462K 0.03% 196
2019
Q4 		$1.22M Sell
29,127
-50,485
-63% -$2.02M 0.16% 55
2019
Q3 		$3.6M Buy
+79,612
New +$3.76M 0.44% 31

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

Evoke Wealth's OXY Position: Q2 2026 in Review

Evoke Wealth sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 7,630 shares — an estimated $498K sold.

Evoke Wealth first reported a position in OXY in Q3 2019 and held it in 14 quarters. The position peaked at $3.6M in Q3 2019. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Evoke Wealth reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,630 Occidental Petroleum shares in Q2 2026, an estimated $498K.
  • Evoke Wealth first reported a position in Occidental Petroleum in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Occidental Petroleum position peaked at $3.6M in Q3 2019.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.