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Intentional Wealth Strategies’s Occidental Petroleum OXY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-4
Closed -$260 – 652
2026
Q1 		$260 Buy
+4
New +$201 ﹤0.01% 923

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Vanguard Capital Management
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Geode Capital Management
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Invesco
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Intentional Wealth Strategies's OXY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 4 shares — an estimated $260 sold.

Intentional Wealth Strategies first reported a position in OXY in Q1 2026 and held it in 1 quarter. The position peaked at $260 in Q1 2026. 1,232 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 4 Occidental Petroleum shares in Q2 2026, an estimated $260.
  • Intentional Wealth Strategies first reported a position in Occidental Petroleum in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Occidental Petroleum position peaked at $260 in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.