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Jeppson Wealth Management’s Occidental Petroleum OXY Stock Holding History

Jeppson 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 		$1.58M Sell
32,552
-2,274
-7% -$129K 0.47% 56
2026
Q1 		$2.26M Sell
34,826
-208
-0.6% -$10.5K 0.71% 36
2025
Q4 		$1.44M Buy
35,034
+4,365
+14% +$182K 0.46% 56
2025
Q3 		$1.45M Sell
30,669
-733
-2% -$33.1K 0.46% 59
2025
Q2 		$1.32M Sell
31,402
-12,270
-28% -$513K 0.46% 59
2025
Q1 		$2.16M Buy
43,672
+1,277
+3% +$62.3K 0.79% 30
2024
Q4 		$2.09M Sell
42,395
-3,843
-8% -$194K 0.76% 30
2024
Q3 		$2.38M Buy
46,238
+1,469
+3% +$83.8K 0.85% 22
2024
Q2 		$2.82M Sell
44,769
-494
-1% -$31.7K 1.08% 20
2024
Q1 		$2.94M Sell
45,263
-1,149
-2% -$68.6K 1.14% 18
2023
Q4 		$2.77M Buy
46,412
+746
+2% +$45.5K 1.15% 17
2023
Q3 		$2.96M Buy
45,666
+1,026
+2% +$64.6K 1.36% 15
2023
Q2 		$2.62M Sell
44,640
-3,356
-7% -$201K 1.14% 17
2023
Q1 		$3M Buy
47,996
+5,718
+14% +$355K 1.3% 14
2022
Q4 		$2.66M Sell
42,278
-2,206
-5% -$150K 1.12% 18
2022
Q3 		$2.73M Buy
44,484
+120
+0.3% +$7.68K 1.24% 13
2022
Q2 		$2.61M Buy
44,364
+302
+0.7% +$18.6K 1.12% 16
2022
Q1 		$2.5M Sell
44,062
-7,229
-14% -$320K 1.17% 17
2021
Q4 		$1.49M Sell
51,291
-2,537
-5% -$79.6K 0.72% 29
2021
Q3 		$1.59M Buy
53,828
+448
+0.8% +$12K 0.83% 23
2021
Q2 		$1.67M Sell
53,380
-1,140
-2% -$30.6K 0.91% 22
2021
Q1 		$1.45M Sell
54,520
-7,315
-12% -$183K 0.86% 22
2020
Q4 		$1.07M Buy
61,835
+23,433
+61% +$321K 0.71% 34
2020
Q3 		$384K Buy
+38,402
New +$541K 0.3% 81

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

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

Jeppson Wealth Management reduced its Occidental Petroleum (OXY) stake by 6.5% in Q2 2026, selling an estimated $129K and leaving 32,552 shares worth $1.58M. The position accounts for 0.47% of the portfolio, ranked #56.

Jeppson Wealth Management first reported a position in OXY in Q3 2020 and has held it in 24 quarters since. The position peaked at $3M in Q1 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Jeppson Wealth Management held 32,552 shares of Occidental Petroleum worth $1.58M as of Q2 2026.
  • Jeppson Wealth Management sold 2,274 Occidental Petroleum shares in Q2 2026, an estimated $129K.
  • Occidental Petroleum made up 0.47% of Jeppson Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Jeppson Wealth Management first reported a position in Occidental Petroleum in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Occidental Petroleum position peaked at $3M in Q1 2023.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.