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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
2021
Q3 		– Sell
-200
Closed -$6K – 321
2021
Q2 		$6K Buy
+200
New +$5.37K ﹤0.01% 303

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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. 676 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.
  • 676 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.