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Integrated Wealth Concepts’s Occidental Petroleum OXY Stock Holding History

Integrated Wealth Concepts’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 		$3.69M Buy
75,926
+7,668
+11% +$435K 0.02% 603
2026
Q1 		$4.44M Buy
68,258
+35,399
+108% +$1.78M 0.04% 461
2025
Q4 		$1.35M Sell
32,859
-26,498
-45% -$1.11M 0.02% 648
2025
Q3 		$2.8M Sell
59,357
-1,256
-2% -$56.8K 0.03% 557
2025
Q2 		$2.55M Buy
60,613
+3,691
+6% +$154K 0.03% 543
2025
Q1 		$2.81M Buy
56,922
+4,600
+9% +$225K 0.03% 490
2024
Q4 		$2.59M Buy
52,322
+177
+0.3% +$8.94K 0.03% 478
2024
Q3 		$2.69M Sell
52,145
-1,704
-3% -$97.2K 0.03% 462
2024
Q2 		$3.39M Sell
53,849
-3,201
-6% -$205K 0.05% 355
2024
Q1 		$3.71M Buy
57,050
+11,062
+24% +$661K 0.05% 328
2023
Q4 		$2.75M Sell
45,988
-6,695
-13% -$409K 0.05% 373
2023
Q3 		$3.42M Buy
52,683
+7,233
+16% +$455K 0.06% 297
2023
Q2 		$2.67M Buy
45,450
+4,932
+12% +$296K 0.05% 361
2023
Q1 		$2.53M Buy
40,518
+25,055
+162% +$1.56M 0.05% 334
2022
Q4 		$974K Sell
15,463
-500
-3% -$34.1K 0.03% 480
2022
Q3 		$981K Buy
15,963
+1,562
+11% +$100K 0.03% 430
2022
Q2 		$848K Buy
14,401
+425
+3% +$26.1K 0.03% 458
2022
Q1 		$793K Sell
13,976
-16,677
-54% -$737K 0.02% 454
2021
Q4 		$889K Buy
30,653
+11,986
+64% +$376K 0.03% 464
2021
Q3 		$552K Buy
18,667
+11,258
+152% +$301K 0.02% 556
2021
Q2 		$232K Buy
+7,409
New +$199K 0.01% 729
2021
Q1 		– Sell
-12,010
Closed -$208K – 757
2020
Q4 		$208K Buy
+12,010
New +$165K 0.01% 596
2019
Q2 		– Sell
-3,848
Closed -$255K – 399
2019
Q1 		$255K Buy
3,848
+429
+13% +$28.3K 0.04% 274
2018
Q4 		$210K Sell
3,419
-93
-3% -$6.54K 0.06% 246
2018
Q3 		$292K Sell
3,512
-128
-4% -$10.3K 0.09% 177
2018
Q2 		$300K Buy
3,640
+106
+3% +$8.47K 0.1% 155
2018
Q1 		$229K Buy
3,534
+79
+2% +$5.53K 0.09% 173
2017
Q4 		$260K Buy
+3,455
New +$234K 0.11% 151

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

Integrated Wealth Concepts's OXY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Occidental Petroleum (OXY) stake by 11% in Q2 2026, buying an estimated $435K and bringing the position to 75,926 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #603.

Integrated Wealth Concepts first reported a position in OXY in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.44M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Integrated Wealth Concepts held 75,926 shares of Occidental Petroleum worth $3.69M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,668 Occidental Petroleum shares in Q2 2026, an estimated $435K.
  • Occidental Petroleum made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #603 holding.
  • Integrated Wealth Concepts first reported a position in Occidental Petroleum in Q4 2017 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Occidental Petroleum position peaked at $4.44M in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.