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FSM Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

FSM Wealth Advisors’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 		$260K Buy
5,355
+125
+2% +$7.1K 0.03% 291
2026
Q1 		$340K Buy
5,230
+100
+2% +$5.03K 0.04% 215
2025
Q4 		$211K Buy
5,130
+104
+2% +$4.34K 0.03% 295
2025
Q3 		$237K Buy
5,026
+368
+8% +$16.6K 0.03% 280
2025
Q2 		$202K Buy
4,658
+480
+11% +$20.1K 0.03% 277
2025
Q1 		$206K Buy
4,178
+106
+3% +$5.17K 0.05% 204
2024
Q4 		$213K Buy
4,072
+47
+1% +$2.37K 0.05% 180
2024
Q3 		$207K Buy
4,025
+167
+4% +$9.53K 0.06% 182
2024
Q2 		$243K Sell
3,858
-8
-0.2% -$513 0.08% 131
2024
Q1 		$251K Buy
3,866
+8
+0.2% +$478 0.09% 138
2023
Q4 		$230K Buy
+3,858
New +$235K 0.1% 141

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

FSM Wealth Advisors's OXY Position: Q2 2026 in Review

FSM Wealth Advisors increased its Occidental Petroleum (OXY) stake by 2.4% in Q2 2026, buying an estimated $7.1K and bringing the position to 5,355 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #291.

FSM Wealth Advisors first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • FSM Wealth Advisors held 5,355 shares of Occidental Petroleum worth $260K as of Q2 2026.
  • FSM Wealth Advisors bought 125 Occidental Petroleum shares in Q2 2026, an estimated $7.1K.
  • Occidental Petroleum made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • FSM Wealth Advisors first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • FSM Wealth Advisors's Occidental Petroleum position peaked at $340K in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.