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Journey Advisory Group’s Occidental Petroleum OXY Stock Holding History

Journey Advisory Group’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 		$211K Hold
4,345
– – 0.02% 270
2026
Q1 		$282K Buy
+4,345
New +$219K 0.02% 218
2025
Q4 		– Sell
-4,970
Closed -$235K – 274
2025
Q3 		$235K Sell
4,970
-3,356
-40% -$152K 0.02% 250
2025
Q2 		$350K Buy
8,326
+3,492
+72% +$146K 0.03% 232
2025
Q1 		$239K Sell
4,834
-4,500
-48% -$220K 0.02% 259
2024
Q4 		$588K Hold
9,334
– – 0.07% 139
2024
Q3 		$588K Buy
9,334
+2,349
+34% +$134K 0.07% 139
2024
Q2 		$440K Sell
6,985
-2,800
-29% -$180K 0.05% 164
2024
Q1 		$636K Hold
9,785
– – 0.08% 141
2023
Q4 		$584K Buy
9,785
+1
+0% +$61 0.08% 137
2023
Q3 		$635K Hold
9,784
– – 0.09% 130
2023
Q2 		$575K Sell
9,784
-150
-2% -$9K 0.09% 140
2023
Q1 		$620K Sell
9,934
-300
-3% -$18.6K 0.1% 138
2022
Q4 		$645K Sell
10,234
-100
-1% -$6.81K 0.16% 118
2022
Q3 		$635K Buy
10,334
+2,700
+35% +$173K 0.16% 122
2022
Q2 		$498K Buy
7,634
+735
+11% +$45.1K 0.11% 151
2022
Q1 		$391K Sell
6,899
-500
-7% -$22.1K 0.1% 162
2021
Q4 		$214K Sell
7,399
-650
-8% -$20.4K 0.06% 200
2021
Q3 		$238K Sell
8,049
-9,720
-55% -$259K 0.08% 180
2021
Q2 		$556K Sell
17,769
-2,242
-11% -$60.1K 0.18% 110
2021
Q1 		$533K Sell
20,011
-600
-3% -$15K 0.19% 103
2020
Q4 		$357K Buy
+20,611
New +$283K 0.13% 125

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Journey Advisory Group's OXY Position: Q2 2026 in Review

Journey Advisory Group held its Occidental Petroleum (OXY) position steady in Q2 2026 at 4,345 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #270.

Journey Advisory Group first reported a position in OXY in Q4 2020 and has held it in 22 quarters since. The position peaked at $645K in Q4 2022. 798 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Journey Advisory Group held 4,345 shares of Occidental Petroleum worth $211K as of Q2 2026.
  • Journey Advisory Group left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #270 holding.
  • Journey Advisory Group first reported a position in Occidental Petroleum in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Occidental Petroleum position peaked at $645K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.