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Medallion Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Medallion 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 		$4.48K Sell
92
-1,456
-94% -$82.7K ﹤0.01% 874
2026
Q1 		$101K Hold
1,548
– – 0.03% 353
2025
Q4 		$63.7K Hold
1,548
– – 0.02% 434
2025
Q3 		$73.1K Sell
1,548
-442
-22% -$20K 0.03% 406
2025
Q2 		$83.7K Buy
1,990
+50
+3% +$2.09K 0.03% 373
2025
Q1 		$95.8K Buy
1,940
+40
+2% +$1.95K 0.04% 313
2024
Q4 		$95.8K Buy
+1,900
New +$96K 0.05% 305

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

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

Medallion Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 94% in Q2 2026, selling an estimated $82.7K and leaving 92 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Medallion Wealth Advisors first reported a position in OXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q1 2026. 1,240 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Medallion Wealth Advisors held 92 shares of Occidental Petroleum worth $4.48K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,456 Occidental Petroleum shares in Q2 2026, an estimated $82.7K.
  • Occidental Petroleum made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #874 holding.
  • Medallion Wealth Advisors first reported a position in Occidental Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Occidental Petroleum position peaked at $101K in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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