Focus Partners Wealth
OXY icon

Focus Partners Wealth’s Occidental Petroleum OXY Stock Holding History

Focus Partners 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 		$11.2M Buy
230,416
+50,623
+28% +$2.87M 0.01% 684
2026
Q1 		$11.7M Buy
179,793
+59,931
+50% +$3.01M 0.01% 675
2025
Q4 		$4.93M Buy
119,862
+52,754
+79% +$2.2M 0.01% 948
2025
Q3 		$3.17M Sell
67,108
-3,132
-4% -$142K 0.01% 883
2025
Q2 		$2.95M Buy
70,240
+10,546
+18% +$441K 0.01% 805
2025
Q1 		$2.95M Buy
59,694
+4,795
+9% +$234K 0.01% 755
2024
Q4 		$2.71M Sell
54,899
-92,417
-63% -$4.67M 0.01% 772
2024
Q3 		$36.6M Buy
147,316
+41,386
+39% +$2.36M 0.12% 180
2024
Q2 		$6.62M Buy
105,930
+101,541
+2,314% +$6.51M 0.02% 448
2024
Q1 		$285K Buy
+4,389
New +$262K ﹤0.01% 849

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

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

Focus Partners Wealth increased its Occidental Petroleum (OXY) stake by 28% in Q2 2026, buying an estimated $2.87M and bringing the position to 230,416 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #684.

Focus Partners Wealth first reported a position in OXY in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.6M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Focus Partners Wealth held 230,416 shares of Occidental Petroleum worth $11.2M as of Q2 2026.
  • Focus Partners Wealth bought 50,623 Occidental Petroleum shares in Q2 2026, an estimated $2.87M.
  • Occidental Petroleum made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #684 holding.
  • Focus Partners Wealth first reported a position in Occidental Petroleum in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Occidental Petroleum position peaked at $36.6M in Q3 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.