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High Note Wealth’s Occidental Petroleum OXY Stock Holding History

High Note Wealth’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 		$2.57K Sell
53
-12
-18% -$681 ﹤0.01% 759
2026
Q1 		$4.22K Buy
65
+59
+983% +$2.97K ﹤0.01% 606
2025
Q4 		$247 Sell
6
-1
-14% -$42 ﹤0.01% 866
2025
Q3 		$331 Sell
7
-243
-97% -$11K ﹤0.01% 787
2025
Q2 		$10.5K Hold
250
– – ﹤0.01% 294
2025
Q1 		$12.3K Hold
250
– – ﹤0.01% 271
2024
Q4 		$12.4K Buy
+250
New +$12.6K ﹤0.01% 271

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

High Note Wealth's OXY Position: Q2 2026 in Review

High Note Wealth reduced its Occidental Petroleum (OXY) stake by 18% in Q2 2026, selling an estimated $681 and leaving 53 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

High Note Wealth first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • High Note Wealth held 53 shares of Occidental Petroleum worth $2.57K as of Q2 2026.
  • High Note Wealth sold 12 Occidental Petroleum shares in Q2 2026, an estimated $681.
  • Occidental Petroleum made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #759 holding.
  • High Note Wealth first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Occidental Petroleum position peaked at $12.4K in Q4 2024.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.