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Kingswood Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Kingswood Wealth Advisors’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 		$865K Sell
17,816
-1,379
-7% -$78.3K 0.03% 443
2026
Q1 		$1.25M Sell
19,195
-3,510
-15% -$177K 0.06% 324
2025
Q4 		$934K Sell
22,705
-575
-2% -$24K 0.05% 366
2025
Q3 		$1.1M Buy
23,280
+791
+4% +$35.7K 0.07% 304
2025
Q2 		$945K Buy
22,489
+468
+2% +$19.6K 0.07% 273
2025
Q1 		$1.09M Sell
22,021
-8,716
-28% -$426K 0.1% 227
2024
Q4 		$1.52M Buy
30,737
+107
+0.3% +$5.4K 0.11% 191
2024
Q3 		$1.58M Buy
30,630
+7,185
+31% +$410K 0.11% 209
2024
Q2 		$1.48M Sell
23,445
-1,755
-7% -$113K 0.13% 161
2024
Q1 		$1.64M Buy
25,200
+10,394
+70% +$621K 0.19% 132
2023
Q4 		$884K Buy
14,806
+10,603
+252% +$647K 0.1% 217
2023
Q3 		$1.02M Sell
4,203
-3,125
-43% -$197K 0.17% 139
2023
Q2 		$431K Buy
+7,328
New +$440K 0.14% 152

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

Kingswood Wealth Advisors's OXY Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 7.2% in Q2 2026, selling an estimated $78.3K and leaving 17,816 shares worth $865K. The position accounts for 0.03% of the portfolio, ranked #443.

Kingswood Wealth Advisors first reported a position in OXY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64M in Q1 2024. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Kingswood Wealth Advisors held 17,816 shares of Occidental Petroleum worth $865K as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,379 Occidental Petroleum shares in Q2 2026, an estimated $78.3K.
  • Occidental Petroleum made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #443 holding.
  • Kingswood Wealth Advisors first reported a position in Occidental Petroleum in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Occidental Petroleum position peaked at $1.64M in Q1 2024.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.