Jamison Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

Jamison Private 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 Q2	$670K	Buy	13,797 +244	+2%	+$13.9K	0.07%	143
2026 Q1	$881K	Sell	13,553 -381	-3%	-$19.2K	0.11%	123
2025 Q4	$573K	Buy	13,934 +249	+2%	+$10.4K	0.07%	147
2025 Q3	$647K	Buy	13,685 +1,688	+14%	+$76.3K	0.08%	139
2025 Q2	$504K	Buy	11,997 +2,742	+30%	+$115K	0.07%	147
2025 Q1	$457K	Buy	9,255 +1,541	+20%	+$75.2K	0.07%	146
2024 Q4	$381K	Buy	7,714 +1,347	+21%	+$68K	0.06%	163
2024 Q3	$328K	Buy	6,367 +3,312	+108%	+$189K	0.05%	156
2024 Q2	$193K	Buy	3,055 +1,046	+52%	+$67.1K	0.03%	177
2024 Q1	$131K	Buy	2,009 +7	+0.3%	+$418	0.02%	196
2023 Q4	$120K	Buy	2,002 +680	+51%	+$41.5K	0.02%	197
2023 Q3	$85.8K	Buy	+1,322	New	+$83.2K	0.02%	207

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jamison Private Wealth Management's OXY Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Occidental Petroleum (OXY) stake by 1.8% in Q2 2026, buying an estimated $13.9K and bringing the position to 13,797 shares worth $670K. The position accounts for 0.07% of the portfolio, ranked #143.

Jamison Private Wealth Management first reported a position in OXY in Q3 2023 and has held it in 12 quarters since. The position peaked at $881K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

Jamison Private Wealth Management held 13,797 shares of Occidental Petroleum worth $670K as of Q2 2026.
Jamison Private Wealth Management bought 244 Occidental Petroleum shares in Q2 2026, an estimated $13.9K.
Occidental Petroleum made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #143 holding.
Jamison Private Wealth Management first reported a position in Occidental Petroleum in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Occidental Petroleum position peaked at $881K in Q1 2026.
1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.