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Modern Wealth Management’s Occidental Petroleum OXY Stock Holding History

Modern 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 		$483K Sell
9,937
-18,437
-65% -$1.05M 0.01% 726
2026
Q1 		$1.77M Buy
28,374
+651
+2% +$32.7K 0.03% 324
2025
Q4 		$1.14M Buy
27,723
+4,445
+19% +$186K 0.02% 386
2025
Q3 		$1.1M Buy
23,278
+15,922
+216% +$719K 0.02% 376
2025
Q2 		$309K Buy
7,356
+926
+14% +$38.7K 0.01% 601
2025
Q1 		$317K Sell
6,430
-1,143
-15% -$55.8K 0.01% 512
2024
Q4 		$374K Sell
7,573
-106
-1% -$5.35K 0.01% 415
2024
Q3 		$396K Buy
7,679
+55
+0.7% +$3.14K 0.02% 290
2024
Q2 		$481K Buy
7,624
+74
+1% +$4.75K 0.04% 229
2024
Q1 		$491K Buy
7,550
+535
+8% +$32K 0.05% 173
2023
Q4 		$419K Buy
+7,015
New +$428K 0.05% 106

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

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

Modern Wealth Management reduced its Occidental Petroleum (OXY) stake by 65% in Q2 2026, selling an estimated $1.05M and leaving 9,937 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #726.

Modern Wealth Management first reported a position in OXY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold OXY as of Q2 2026.

  • Modern Wealth Management held 9,937 shares of Occidental Petroleum worth $483K as of Q2 2026.
  • Modern Wealth Management sold 18,437 Occidental Petroleum shares in Q2 2026, an estimated $1.05M.
  • Occidental Petroleum made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Modern Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Occidental Petroleum position peaked at $1.77M in Q1 2026.
  • 1,234 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.

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