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IHT Wealth Management’s Occidental Petroleum OXY Stock Holding History

IHT 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
Q1 		– Sell
-200
Closed -$850 – 1313
2025
Q4 		$850 Buy
+200
New +$8.35K ﹤0.01% 1184

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

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

IHT Wealth Management reduced its Occidental Petroleum (OXY) stake by 9.5% in Q2 2026, selling an estimated $169K and leaving 28,451 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #504.

IHT Wealth Management first reported a position in OXY in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.04M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • IHT Wealth Management held 28,451 shares of Occidental Petroleum worth $1.38M as of Q2 2026.
  • IHT Wealth Management sold 2,970 Occidental Petroleum shares in Q2 2026, an estimated $169K.
  • Occidental Petroleum made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #504 holding.
  • IHT Wealth Management first reported a position in Occidental Petroleum in Q4 2016 and has held it in 30 quarters since.
  • IHT Wealth Management's Occidental Petroleum position peaked at $2.04M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.