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JPL Wealth Management’s Occidental Petroleum OXY Stock Holding History

JPL 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 		$62.8K Buy
1,292
+16
+1% +$909 0.01% 232
2026
Q1 		$82.9K Buy
+1,276
New +$64.2K 0.02% 176
2025
Q4 		– Sell
-1,103
Closed -$52.1K – 814
2025
Q3 		$52.1K Buy
+1,103
New +$49.8K 0.01% 246

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

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

JPL Wealth Management increased its Occidental Petroleum (OXY) stake by 1.3% in Q2 2026, buying an estimated $909 and bringing the position to 1,292 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #232.

JPL Wealth Management first reported a position in OXY in Q3 2025 and has held it in 3 quarters since. The position peaked at $82.9K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • JPL Wealth Management held 1,292 shares of Occidental Petroleum worth $62.8K as of Q2 2026.
  • JPL Wealth Management bought 16 Occidental Petroleum shares in Q2 2026, an estimated $909.
  • Occidental Petroleum made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #232 holding.
  • JPL Wealth Management first reported a position in Occidental Petroleum in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Occidental Petroleum position peaked at $82.9K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.