Focused Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $217K | Buy |
+4,477
| New | +$254K | 0.02% | 225 |
|
|
2026
Q1 | – | Sell |
-2,675
| Closed | -$110K | – | 254 |
|
|
2025
Q4 | $110K | Buy |
+2,675
| New | +$112K | 0.01% | 199 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$1.67K | – | 717 |
|
|
2023
Q4 | $1.67K | Buy |
+28
| New | +$1.71K | ﹤0.01% | 797 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$35K | – | 979 |
|
|
2020
Q4 | $35K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2020
Q3 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 422 |
|
|
2020
Q2 | $37K | Hold |
2,000
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $23K | Buy |
+2,000
| New | +$65.7K | 0.01% | 358 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$2K | – | 758 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 638 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $3K | Sell |
50
-1,100
| -96% | -$72.5K | ﹤0.01% | 602 |
|
|
2018
Q4 | $71K | Hold |
1,150
| – | – | 0.02% | 259 |
|
|
2018
Q3 | $94K | Sell |
1,150
-2,000
| -63% | -$162K | 0.03% | 235 |
|
|
2018
Q2 | $264K | Hold |
3,150
| – | – | 0.09% | 125 |
|
|
2018
Q1 | $205K | Hold |
3,150
| – | – | 0.07% | 153 |
|
|
2017
Q4 | $232K | Buy |
3,150
+3,050
| +3,050% | +$207K | 0.07% | 136 |
|
|
2017
Q3 | $6K | Sell |
100
-3,050
| -97% | -$186K | ﹤0.01% | 500 |
|
|
2017
Q2 | $189K | Buy |
3,150
+3,100
| +6,200% | +$190K | 0.07% | 141 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 592 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 572 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 555 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 548 |
|
|
2016
Q1 | $3K | Sell |
50
-100
| -67% | -$6.7K | ﹤0.01% | 534 |
|
|
2015
Q4 | $10K | Sell |
150
-53
| -26% | -$3.81K | 0.01% | 411 |
|
|
2015
Q3 | $13K | Sell |
203
-109
| -35% | -$7.61K | 0.01% | 358 |
|
|
2015
Q2 | $24K | Sell |
312
-40
| -11% | -$3.12K | 0.01% | 287 |
|
|
2015
Q1 | $26K | Buy |
352
+109
| +45% | +$8.43K | 0.02% | 283 |
|
|
2014
Q4 | $20K | Sell |
243
-272
| -53% | -$22.6K | 0.01% | 310 |
|
|
2014
Q3 | $47K | Hold |
515
| – | – | 0.04% | 201 |
|
|
2014
Q2 | $51K | Hold |
515
| – | – | 0.04% | 185 |
|
|
2014
Q1 | $47K | Hold |
515
| – | – | 0.04% | 175 |
|
|
2013
Q4 | $47K | Sell |
515
-52
| -9% | -$4.75K | 0.04% | 173 |
|
|
2013
Q3 | $51K | Buy |
+567
| New | +$48.7K | 0.05% | 162 |
|
Other funds holding OXY
Focused Wealth Management's OXY Position: Q2 2026 in Review
Focused Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2026: 4,477 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in OXY as recently as Q4 2025.
Focused Wealth Management first reported a position in OXY in Q3 2013 and has held it in 32 quarters since. The position peaked at $264K in Q2 2018. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Focused Wealth Management held 4,477 shares of Occidental Petroleum worth $217K as of Q2 2026.
- Occidental Petroleum was a new Focused Wealth Management position in Q2 2026.
- Occidental Petroleum made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #225 holding.
- Focused Wealth Management first reported a position in Occidental Petroleum in Q3 2013 and has held it in 32 quarters since.
- Focused Wealth Management's Occidental Petroleum position peaked at $264K in Q2 2018.
- 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.