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Heritage Wealth Management (Ohio)’s Occidental Petroleum OXY Stock Holding History

Heritage Wealth Management (Ohio)’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 		$202K Buy
+4,150
New +$236K 0.05% 265
2025
Q2 		– Sell
-4,150
Closed -$205K – 241
2025
Q1 		$205K Sell
4,150
-1,518
-27% -$74.1K 0.07% 222
2024
Q4 		$280K Sell
5,668
-300
-5% -$15.2K 0.09% 193
2024
Q3 		$308K Sell
5,968
-800
-12% -$45.6K 0.1% 181
2024
Q2 		$418K Buy
+6,768
New +$434K 0.14% 149

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 $3.38T AUM 44.17% 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

Heritage Wealth Management (Ohio)'s OXY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Occidental Petroleum (OXY) in Q2 2026: 4,150 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #265 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in OXY as recently as Q1 2025.

Heritage Wealth Management (Ohio) first reported a position in OXY in Q2 2024 and has held it in 5 quarters since. The position peaked at $418K in Q2 2024. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,150 shares of Occidental Petroleum worth $202K as of Q2 2026.
  • Occidental Petroleum was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Occidental Petroleum made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #265 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Occidental Petroleum in Q2 2024 and has held it in 5 quarters since.
  • Heritage Wealth Management (Ohio)'s Occidental Petroleum position peaked at $418K in Q2 2024.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.