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Golden State Wealth Management’s Occidental Petroleum OXY Stock Holding History

Golden State 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 		$47K Sell
968
-20
-2% -$1.14K ﹤0.01% 736
2026
Q1 		$64.2K Sell
988
-158
-14% -$7.95K 0.01% 621
2025
Q4 		$47.2K Hold
1,146
– – 0.01% 706
2025
Q3 		$54.2K Sell
1,146
-985
-46% -$44.5K 0.01% 653
2025
Q2 		$89.6K Buy
2,131
+1
+0% +$42 0.01% 512
2025
Q1 		$105K Buy
2,130
+50
+2% +$2.44K 0.02% 431
2024
Q4 		$103K Buy
+2,080
New +$105K 0.02% 425
2021
Q4 		– Sell
-200
Closed -$6K – 370
2021
Q3 		$6K Buy
+200
New +$5.34K ﹤0.01% 302
2020
Q2 		– Sell
-437
Closed -$5K – 678
2020
Q1 		$5K Buy
+437
New +$14.4K ﹤0.01% 747
2019
Q4 		– Sell
-1,025
Closed -$46K – 661
2019
Q3 		$46K Sell
1,025
-55
-5% -$2.6K 0.02% 452
2019
Q2 		$54K Sell
1,080
-443
-29% -$24.9K 0.02% 440
2019
Q1 		$101K Buy
+1,523
New +$100K 0.03% 321

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

Golden State Wealth Management's OXY Position: Q2 2026 in Review

Golden State Wealth Management reduced its Occidental Petroleum (OXY) stake by 2% in Q2 2026, selling an estimated $1.14K and leaving 968 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Golden State Wealth Management first reported a position in OXY in Q1 2019 and has held it in 12 quarters since. The position peaked at $105K in Q1 2025. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Golden State Wealth Management held 968 shares of Occidental Petroleum worth $47K as of Q2 2026.
  • Golden State Wealth Management sold 20 Occidental Petroleum shares in Q2 2026, an estimated $1.14K.
  • Occidental Petroleum made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #736 holding.
  • Golden State Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and has held it in 12 quarters since.
  • Golden State Wealth Management's Occidental Petroleum position peaked at $105K in Q1 2025.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.