Focused Wealth Management’s Occidental Petroleum OXY Stock Holding History

Focused 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	$291K	Buy	+6,000	New	+$341K	0.03%	190
2026 Q1	–	Sell	-3,500	Closed	-$144K	–	253
2025 Q4	$144K	Buy	+3,500	New	+$146K	0.02%	193
2022 Q3	–	Sell	-8,000	Closed	-$31K	–	1026
2022 Q2	$31K	Buy	+8,000	New	+$491K	0.01%	341
2021 Q1	–	Sell	-8,000	Closed	-$12K	–	978
2020 Q4	$12K	Buy	+8,000	New	+$110K	﹤0.01%	539
2014 Q4	–	Sell	-15,657	Closed	-$1K	–	693
2014 Q3	$1K	Buy	+15,657	New	+$1.5M	﹤0.01%	649

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

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. 1,238 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.
1,238 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.