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Miller Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Miller 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 		$29.9K Hold
615
– – 0.01% 47
2026
Q1 		$40K Hold
615
– – 0.02% 39
2025
Q4 		$25.3K Hold
615
– – 0.01% 48
2025
Q3 		$29.1K Hold
615
– – 0.01% 45
2025
Q2 		$25.8K Hold
615
– – 0.01% 43
2025
Q1 		$30.4K Hold
615
– – 0.02% 37
2024
Q4 		$30.4K Hold
615
– – 0.02% 37
2024
Q3 		$31.8K Sell
615
-4,572
-88% -$261K 0.02% 35
2024
Q2 		$327K Sell
5,187
-3,476
-40% -$223K 0.18% 11
2024
Q1 		$563K Sell
8,663
-23,581
-73% -$1.41M 0.34% 8
2023
Q4 		$1.93M Sell
32,244
-2,611
-7% -$159K 1.24% 7
2023
Q3 		$2.26M Sell
34,855
-6
-0% -$378 1.54% 6
2023
Q2 		$2.05M Buy
34,861
+29,603
+563% +$1.78M 1.38% 7
2023
Q1 		$136K Buy
5,258
+2,668
+103% +$166K 0.66% 12
2022
Q4 		$161K Buy
2,590
+617
+31% +$42K 0.11% 17
2022
Q3 		$116K Hold
1,973
– – 0.09% 29
2022
Q2 		$116K Buy
1,973
+176
+10% +$10.8K 0.1% 17
2022
Q1 		$102K Buy
1,797
+207
+13% +$9.15K 0.07% 20
2021
Q4 		$46K Buy
+1,590
New +$49.9K 0.03% 27

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

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

Miller Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q2 2026 at 615 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #47.

Miller Wealth Advisors first reported a position in OXY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q3 2023. 1,238 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Miller Wealth Advisors held 615 shares of Occidental Petroleum worth $29.9K as of Q2 2026.
  • Miller Wealth Advisors left its Occidental Petroleum share count unchanged in Q2 2026.
  • Occidental Petroleum made up 0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Miller Wealth Advisors first reported a position in Occidental Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Miller Wealth Advisors's Occidental Petroleum position peaked at $2.26M in Q3 2023.
  • 1,238 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.