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Fortitude Family Office’s Occidental Petroleum OXY Stock Holding History

Fortitude Family Office’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 		$17.6K Sell
363
-57
-14% -$3.24K ﹤0.01% 566
2026
Q1 		$27.3K Buy
420
+238
+131% +$12K 0.01% 352
2025
Q4 		$7.48K Sell
182
-22
-11% -$918 ﹤0.01% 674
2025
Q3 		$9.64K Buy
204
+9
+5% +$407 ﹤0.01% 580
2025
Q2 		$8.19K Sell
195
-17
-8% -$711 ﹤0.01% 627
2025
Q1 		$10.5K Sell
212
-14
-6% -$684 ﹤0.01% 528
2024
Q4 		$11.2K Sell
226
-268
-54% -$13.5K ﹤0.01% 600
2024
Q3 		$25.5K Buy
494
+304
+160% +$17.3K 0.01% 371
2024
Q2 		$12K Buy
190
+60
+46% +$3.85K 0.01% 381
2024
Q1 		$8.45K Sell
130
-1
-0.8% -$60 0.01% 437
2023
Q4 		$7.82K Buy
+131
New +$7.99K 0.01% 476

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

Fortitude Family Office's OXY Position: Q2 2026 in Review

Fortitude Family Office reduced its Occidental Petroleum (OXY) stake by 14% in Q2 2026, selling an estimated $3.24K and leaving 363 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Fortitude Family Office first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.3K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Fortitude Family Office held 363 shares of Occidental Petroleum worth $17.6K as of Q2 2026.
  • Fortitude Family Office sold 57 Occidental Petroleum shares in Q2 2026, an estimated $3.24K.
  • Occidental Petroleum made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #566 holding.
  • Fortitude Family Office first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Occidental Petroleum position peaked at $27.3K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.