HWM
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HB Wealth Management’s Occidental Petroleum OXY Stock Holding History

HB 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 		$1.97M Buy
40,600
+5,315
+15% +$302K 0.01% 483
2026
Q1 		$2.29M Buy
35,285
+12,426
+54% +$625K 0.01% 405
2025
Q4 		$940K Sell
22,859
-1,041
-4% -$43.4K 0.01% 651
2025
Q3 		$1.13M Buy
23,900
+3,533
+17% +$160K 0.01% 576
2025
Q2 		$856K Sell
20,367
-2,106
-9% -$88K 0.01% 579
2025
Q1 		$1.11M Sell
22,473
-187
-0.8% -$9.13K 0.01% 511
2024
Q4 		$1.12M Buy
22,660
+5,290
+30% +$267K 0.01% 393
2024
Q3 		$895K Sell
17,370
-2,363
-12% -$135K 0.01% 421
2024
Q2 		$1.24M Buy
19,733
+1,961
+11% +$126K 0.01% 328
2024
Q1 		$1.16M Buy
17,772
+795
+5% +$47.5K 0.01% 328
2023
Q4 		$1.01M Buy
16,977
+2,537
+18% +$155K 0.01% 315
2023
Q3 		$937K Buy
14,440
+1,255
+10% +$79K 0.02% 304
2023
Q2 		$775K Buy
13,185
+469
+4% +$28.1K 0.01% 332
2023
Q1 		$794K Buy
12,716
+355
+3% +$22.1K 0.01% 324
2022
Q4 		$779K Buy
12,361
+752
+6% +$51.2K 0.01% 320
2022
Q3 		$713K Sell
11,609
-1,663
-13% -$106K 0.02% 298
2022
Q2 		$781K Buy
13,272
+8,863
+201% +$544K 0.02% 286
2022
Q1 		$250K Buy
+4,409
New +$195K ﹤0.01% 497

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

HB Wealth Management's OXY Position: Q2 2026 in Review

HB Wealth Management increased its Occidental Petroleum (OXY) stake by 15% in Q2 2026, buying an estimated $302K and bringing the position to 40,600 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #483.

HB Wealth Management first reported a position in OXY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.29M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • HB Wealth Management held 40,600 shares of Occidental Petroleum worth $1.97M as of Q2 2026.
  • HB Wealth Management bought 5,315 Occidental Petroleum shares in Q2 2026, an estimated $302K.
  • Occidental Petroleum made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #483 holding.
  • HB Wealth Management first reported a position in Occidental Petroleum in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's Occidental Petroleum position peaked at $2.29M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.