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Legacy Wealth Management (Idaho)’s Occidental Petroleum OXY Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-525
Closed -$34.1K – 717
2026
Q1 		$34.1K Hold
525
– – 0.02% 324
2025
Q4 		$21.6K Hold
525
– – 0.01% 314
2025
Q3 		$24.8K Hold
525
– – 0.01% 247
2025
Q2 		$22.1K Hold
525
– – 0.01% 232
2025
Q1 		$25.9K Hold
525
– – 0.02% 211
2024
Q4 		$24.6K Sell
525
-70
-12% -$3.54K 0.02% 191
2024
Q3 		$30.4K Buy
+595
New +$34K 0.02% 160

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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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s OXY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Occidental Petroleum (OXY) in Q2 2026, closing a stake of 525 shares — an estimated $34.1K sold.

Legacy Wealth Management (Idaho) first reported a position in OXY in Q3 2024 and held it in 7 quarters. The position peaked at $34.1K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Occidental Petroleum position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 525 Occidental Petroleum shares in Q2 2026, an estimated $34.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Occidental Petroleum in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Occidental Petroleum position peaked at $34.1K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.